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
876
$1.12K ﹤0.01%
41
877
$1.11K ﹤0.01%
448
878
$1.1K ﹤0.01%
38
879
$1.06K ﹤0.01%
13
880
$1.04K ﹤0.01%
211
881
$1.02K ﹤0.01%
73
882
$980 ﹤0.01%
9
883
$960 ﹤0.01%
55
884
$949 ﹤0.01%
62
885
$859 ﹤0.01%
+57
886
$852 ﹤0.01%
21
887
$780 ﹤0.01%
+50
888
$760 ﹤0.01%
21
+8
889
$727 ﹤0.01%
199
890
$702 ﹤0.01%
33
891
$606 ﹤0.01%
8
892
$548 ﹤0.01%
79
893
$547 ﹤0.01%
11
894
$485 ﹤0.01%
60
895
$483 ﹤0.01%
20
896
$468 ﹤0.01%
20
897
$424 ﹤0.01%
5
898
$409 ﹤0.01%
110
899
$344 ﹤0.01%
+63
900
$306 ﹤0.01%
45
+2
34 35
36
37 38