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
826
$2.4K ﹤0.01%
100
827
$2.39K ﹤0.01%
81
828
$2.34K ﹤0.01%
21
829
$2.34K ﹤0.01%
50
830
$2.33K ﹤0.01%
12
831
$2.3K ﹤0.01%
200
832
$2.3K ﹤0.01%
13
833
$2.25K ﹤0.01%
+49
834
$2.24K ﹤0.01%
+232
835
$2.21K ﹤0.01%
36
836
$2.19K ﹤0.01%
80
837
$2.18K ﹤0.01%
+40
838
$2.17K ﹤0.01%
40
839
$2.16K ﹤0.01%
+5
840
$2.09K ﹤0.01%
50
841
$2.08K ﹤0.01%
100
-3,000
842
$2.05K ﹤0.01%
22
843
$1.99K ﹤0.01%
+150
844
$1.97K ﹤0.01%
80
845
$1.94K ﹤0.01%
46
846
$1.9K ﹤0.01%
40
847
$1.82K ﹤0.01%
40
848
$1.81K ﹤0.01%
506
849
$1.75K ﹤0.01%
50
850
$1.74K ﹤0.01%
130
32 33
34
35 36