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
826
$2.57K ﹤0.01%
52
827
$2.5K ﹤0.01%
+75
828
$2.4K ﹤0.01%
100
829
$2.39K ﹤0.01%
81
830
$2.34K ﹤0.01%
21
831
$2.34K ﹤0.01%
50
832
$2.33K ﹤0.01%
12
833
$2.3K ﹤0.01%
200
834
$2.3K ﹤0.01%
13
835
$2.25K ﹤0.01%
+49
836
$2.24K ﹤0.01%
+232
837
$2.21K ﹤0.01%
36
838
$2.19K ﹤0.01%
80
839
$2.18K ﹤0.01%
+40
840
$2.17K ﹤0.01%
40
841
$2.16K ﹤0.01%
+5
842
$2.09K ﹤0.01%
50
843
$2.08K ﹤0.01%
100
-3,000
844
$2.05K ﹤0.01%
22
845
$1.99K ﹤0.01%
+150
846
$1.97K ﹤0.01%
80
847
$1.94K ﹤0.01%
46
848
$1.9K ﹤0.01%
40
849
$1.82K ﹤0.01%
40
850
$1.81K ﹤0.01%
506
32 33
34
35 36