AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.22M
2
+$1.05M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$876K
5
NSC icon
Norfolk Southern
NSC
+$755K

Top Sells

1
+$1.35M
2
+$1.18M
3
+$498K
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$420K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$368K

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
526
$34.5K 0.01%
600
527
$34.3K 0.01%
908
528
$33.9K 0.01%
+500
529
$33.7K 0.01%
800
530
$33.3K 0.01%
960
+173
531
$32.1K 0.01%
1,000
532
$31.9K 0.01%
150
533
$31.7K 0.01%
500
534
$31.3K 0.01%
270
-110
535
$31.2K 0.01%
500
536
$31.2K 0.01%
536
537
$30.7K 0.01%
2,900
+1,000
538
$29.8K 0.01%
680
-750
539
$29.7K 0.01%
+300
540
$29.5K 0.01%
132
+7
541
$29.5K 0.01%
426
542
$29.4K 0.01%
2,000
543
$29K 0.01%
183
544
$28.9K 0.01%
235
545
$28.3K 0.01%
471
+116
546
$28.3K 0.01%
737
547
$28.3K 0.01%
1,000
-100
548
$28.1K 0.01%
756
-39
549
$28K 0.01%
950
550
$27.8K 0.01%
237
20 21
22
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