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
676
$9.97K ﹤0.01%
100
677
$9.8K ﹤0.01%
200
678
$9.78K ﹤0.01%
432
679
$9.5K ﹤0.01%
333
680
$9.39K ﹤0.01%
408
681
$9.32K ﹤0.01%
36
-24
682
$9.21K ﹤0.01%
775
683
$9.11K ﹤0.01%
714
684
$9.09K ﹤0.01%
138
685
$9.02K ﹤0.01%
375
686
$8.99K ﹤0.01%
250
687
$8.96K ﹤0.01%
120
688
$8.87K ﹤0.01%
100
689
$8.86K ﹤0.01%
200
690
$8.78K ﹤0.01%
550
-100
691
$8.64K ﹤0.01%
+215
692
$8.59K ﹤0.01%
200
+100
693
$8.31K ﹤0.01%
50
694
$8.31K ﹤0.01%
+756
695
$8.29K ﹤0.01%
100
696
$8.09K ﹤0.01%
244
697
$8.08K ﹤0.01%
600
698
$8.03K ﹤0.01%
350
699
$7.96K ﹤0.01%
250
-1,069
700
$7.71K ﹤0.01%
333
-583
26 27
28
29 30