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
51
$3.28M 0.59%
22,144
+94
52
$3.27M 0.59%
50,555
+1,562
53
$3.26M 0.59%
59,832
+3,756
54
$3.22M 0.58%
143,910
+8,003
55
$3.2M 0.58%
52,132
+3,468
56
$3.1M 0.56%
141,474
-16,900
57
$2.93M 0.53%
11,945
+115
58
$2.89M 0.52%
60,274
+627
59
$2.81M 0.51%
7,865
+590
60
$2.77M 0.5%
18,192
-231
61
$2.7M 0.49%
34,636
+262
62
$2.68M 0.48%
113,518
-18,018
63
$2.66M 0.48%
9,660
+909
64
$2.63M 0.47%
27,356
+1,077
65
$2.63M 0.47%
44,390
+10,673
66
$2.57M 0.46%
118,067
+8,890
67
$2.55M 0.46%
20,080
+170
68
$2.54M 0.46%
10,386
+696
69
$2.49M 0.45%
14,154
+4,313
70
$2.45M 0.44%
26,904
+2,484
71
$2.44M 0.44%
14,477
+1,200
72
$2.33M 0.42%
39,778
-599
73
$2.31M 0.42%
11,175
-29
74
$2.3M 0.41%
31,304
+731
75
$2.28M 0.41%
25,980
+900
1 2
3
4 5