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
851
$1.75K ﹤0.01%
50
852
$1.74K ﹤0.01%
130
853
$1.73K ﹤0.01%
100
854
$1.73K ﹤0.01%
54
855
$1.72K ﹤0.01%
80
856
$1.69K ﹤0.01%
+118
857
$1.64K ﹤0.01%
62
858
$1.63K ﹤0.01%
16
859
$1.61K ﹤0.01%
20
-51
860
$1.6K ﹤0.01%
8
-2
861
$1.58K ﹤0.01%
100
-100
862
$1.58K ﹤0.01%
10
863
$1.56K ﹤0.01%
15
864
$1.5K ﹤0.01%
+65
865
$1.44K ﹤0.01%
26
866
$1.43K ﹤0.01%
12
-55
867
$1.43K ﹤0.01%
38
-5
868
$1.36K ﹤0.01%
30
869
$1.35K ﹤0.01%
+606
870
$1.34K ﹤0.01%
46
871
$1.26K ﹤0.01%
166
872
$1.24K ﹤0.01%
84
873
$1.19K ﹤0.01%
+15
874
$1.19K ﹤0.01%
28
875
$1.13K ﹤0.01%
15
+9
33 34
35
36 37