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
801
$3.32K ﹤0.01%
85
802
$3.29K ﹤0.01%
60
803
$3.29K ﹤0.01%
1,500
804
$3.27K ﹤0.01%
+82
805
$3.26K ﹤0.01%
102
806
$3.17K ﹤0.01%
+44
807
$3.17K ﹤0.01%
+749
808
$3.17K ﹤0.01%
20
809
$3.15K ﹤0.01%
+167
810
$3.1K ﹤0.01%
50
811
$3.08K ﹤0.01%
+148
812
$3.08K ﹤0.01%
114
-110
813
$3K ﹤0.01%
73
814
$3K ﹤0.01%
+62
815
$2.97K ﹤0.01%
50
816
$2.93K ﹤0.01%
+144
817
$2.79K ﹤0.01%
270
818
$2.75K ﹤0.01%
105
819
$2.73K ﹤0.01%
50
820
$2.73K ﹤0.01%
+28
821
$2.69K ﹤0.01%
+480
822
$2.68K ﹤0.01%
232
823
$2.65K ﹤0.01%
100
824
$2.64K ﹤0.01%
50
825
$2.6K ﹤0.01%
35
31 32
33
34 35