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
876
$1.06K ﹤0.01%
13
877
$1.04K ﹤0.01%
211
878
$1.02K ﹤0.01%
73
879
$980 ﹤0.01%
9
880
$960 ﹤0.01%
55
881
$949 ﹤0.01%
62
882
$859 ﹤0.01%
+57
883
$852 ﹤0.01%
21
884
$780 ﹤0.01%
+50
885
$760 ﹤0.01%
21
+8
886
$727 ﹤0.01%
199
887
$702 ﹤0.01%
33
888
$606 ﹤0.01%
8
889
$548 ﹤0.01%
79
890
$547 ﹤0.01%
11
891
$485 ﹤0.01%
60
892
$483 ﹤0.01%
20
893
$468 ﹤0.01%
20
894
$424 ﹤0.01%
5
895
$409 ﹤0.01%
110
896
$344 ﹤0.01%
+63
897
$306 ﹤0.01%
45
+2
898
$266 ﹤0.01%
50
899
$234 ﹤0.01%
13
900
$169 ﹤0.01%
3
34 35
36
37 38