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
726
$5.99K ﹤0.01%
+292
727
$5.93K ﹤0.01%
350
728
$5.93K ﹤0.01%
100
729
$5.92K ﹤0.01%
81
730
$5.83K ﹤0.01%
400
731
$5.78K ﹤0.01%
+222
732
$5.68K ﹤0.01%
125
733
$5.63K ﹤0.01%
100
734
$5.59K ﹤0.01%
753
735
$5.56K ﹤0.01%
150
-200
736
$5.56K ﹤0.01%
56
737
$5.52K ﹤0.01%
+178
738
$5.44K ﹤0.01%
150
739
$5.37K ﹤0.01%
+152
740
$5.32K ﹤0.01%
54
741
$5.22K ﹤0.01%
300
742
$5.2K ﹤0.01%
+98
743
$5.17K ﹤0.01%
+900
744
$5.17K ﹤0.01%
+433
745
$5.14K ﹤0.01%
+43
746
$5.06K ﹤0.01%
15
747
$5.06K ﹤0.01%
+101
748
$5.01K ﹤0.01%
500
749
$4.97K ﹤0.01%
218
-132
750
$4.9K ﹤0.01%
2,500
-4,500
28 29
30
31 32