AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
651
$12.6K ﹤0.01%
900
652
$12.1K ﹤0.01%
800
653
$12K ﹤0.01%
264
654
$12K ﹤0.01%
249
655
$12K ﹤0.01%
87
+37
656
$11.9K ﹤0.01%
105
657
$11.6K ﹤0.01%
+125
658
$11.6K ﹤0.01%
200
-600
659
$11.5K ﹤0.01%
738
660
$11.5K ﹤0.01%
220
+2
661
$11.5K ﹤0.01%
495
-100
662
$11.5K ﹤0.01%
+40
663
$11.4K ﹤0.01%
150
664
$11.4K ﹤0.01%
95
-50
665
$11.2K ﹤0.01%
180
666
$11.2K ﹤0.01%
100
667
$11K ﹤0.01%
740
668
$11K ﹤0.01%
64
669
$10.8K ﹤0.01%
393
670
$10.7K ﹤0.01%
+422
671
$10.7K ﹤0.01%
146
672
$10.6K ﹤0.01%
100
673
$10.5K ﹤0.01%
1,052
-2,630
674
$10.1K ﹤0.01%
55
675
$10.1K ﹤0.01%
145
+15
25 26
27
28 29