AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$947K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$936K
5
NSC icon
Norfolk Southern
NSC
+$789K

Top Sells

1
+$1.49M
2
+$1.22M
3
+$498K
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$426K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$371K

Sector Composition

1 Technology 13.8%
2 Healthcare 12.13%
3 Financials 10.73%
4 Industrials 8.99%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$41.9K 0.01%
462
502
$41.7K 0.01%
1,121
503
$41.4K 0.01%
+400
504
$41.1K 0.01%
2,050
505
$39.8K 0.01%
2,416
+198
506
$39.3K 0.01%
1,300
-737
507
$39.1K 0.01%
1,033
508
$38.3K 0.01%
750
509
$38.1K 0.01%
423
+332
510
$38K 0.01%
290
511
$37.8K 0.01%
160
+115
512
$37.7K 0.01%
1,836
-635
513
$37.6K 0.01%
+500
514
$37.4K 0.01%
650
515
$37.2K 0.01%
2,207
-800
516
$36.6K 0.01%
85
517
$36.6K 0.01%
333
518
$36.2K 0.01%
75
+35
519
$36K 0.01%
1,208
+125
520
$35.4K 0.01%
1,000
521
$35.2K 0.01%
970
522
$35.1K 0.01%
179
523
$35K 0.01%
650
-116
524
$34.7K 0.01%
312
525
$34.7K 0.01%
500
19 20
21
22 23