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
751
$4.9K ﹤0.01%
2,500
-4,500
752
$4.88K ﹤0.01%
245
-537
753
$4.87K ﹤0.01%
+46
754
$4.85K ﹤0.01%
+351
755
$4.85K ﹤0.01%
375
756
$4.79K ﹤0.01%
79
757
$4.78K ﹤0.01%
+35
758
$4.76K ﹤0.01%
+230
759
$4.75K ﹤0.01%
+36
760
$4.7K ﹤0.01%
+280
761
$4.57K ﹤0.01%
36
762
$4.56K ﹤0.01%
+126
763
$4.53K ﹤0.01%
50
764
$4.52K ﹤0.01%
+50
765
$4.5K ﹤0.01%
45
766
$4.46K ﹤0.01%
48
767
$4.37K ﹤0.01%
+50
768
$4.36K ﹤0.01%
80
769
$4.27K ﹤0.01%
+210
770
$4.25K ﹤0.01%
86
771
$4.25K ﹤0.01%
35
772
$4.24K ﹤0.01%
+104
773
$4.19K ﹤0.01%
57
774
$4.17K ﹤0.01%
200
775
$4.13K ﹤0.01%
40
29 30
31
32 33