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
701
$7.68K ﹤0.01%
+300
702
$7.64K ﹤0.01%
54
703
$7.6K ﹤0.01%
75
-250
704
$7.58K ﹤0.01%
350
705
$7.39K ﹤0.01%
101
-1
706
$7.36K ﹤0.01%
500
707
$7.17K ﹤0.01%
99
708
$7.16K ﹤0.01%
+1,540
709
$7.13K ﹤0.01%
145
710
$7.11K ﹤0.01%
200
711
$6.99K ﹤0.01%
41
-24
712
$6.97K ﹤0.01%
400
-300
713
$6.83K ﹤0.01%
14
714
$6.67K ﹤0.01%
601
+1
715
$6.62K ﹤0.01%
97
716
$6.6K ﹤0.01%
422
717
$6.57K ﹤0.01%
660
+510
718
$6.39K ﹤0.01%
400
719
$6.37K ﹤0.01%
50
720
$6.33K ﹤0.01%
+46
721
$6.31K ﹤0.01%
92
722
$6.29K ﹤0.01%
150
723
$6.25K ﹤0.01%
174
724
$6.14K ﹤0.01%
44
725
$6.12K ﹤0.01%
40
27 28
29
30 31