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
776
$4.09K ﹤0.01%
66
777
$3.95K ﹤0.01%
66
778
$3.94K ﹤0.01%
16
+7
779
$3.92K ﹤0.01%
+25
780
$3.89K ﹤0.01%
33
781
$3.88K ﹤0.01%
170
782
$3.86K ﹤0.01%
46
783
$3.85K ﹤0.01%
58
784
$3.84K ﹤0.01%
+25
785
$3.81K ﹤0.01%
250
786
$3.76K ﹤0.01%
1,020
787
$3.73K ﹤0.01%
30
788
$3.59K ﹤0.01%
15
789
$3.55K ﹤0.01%
+52
790
$3.52K ﹤0.01%
25
791
$3.52K ﹤0.01%
40
792
$3.51K ﹤0.01%
+50
793
$3.5K ﹤0.01%
+164
794
$3.48K ﹤0.01%
103
795
$3.43K ﹤0.01%
138
796
$3.41K ﹤0.01%
50
797
$3.39K ﹤0.01%
37
798
$3.38K ﹤0.01%
252
799
$3.35K ﹤0.01%
320
800
$3.33K ﹤0.01%
224
-6
30 31
32
33 34