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
901
$129 ﹤0.01%
+1
902
$111 ﹤0.01%
1
903
$108 ﹤0.01%
2
904
$105 ﹤0.01%
2
905
$100 ﹤0.01%
1
906
$99 ﹤0.01%
4
907
$89 ﹤0.01%
20
908
$82 ﹤0.01%
1
909
$67 ﹤0.01%
2
910
$63 ﹤0.01%
+10
911
$46 ﹤0.01%
2
912
– –
0
913
$29 ﹤0.01%
3
914
$20 ﹤0.01%
1
915
– –
-205
916
– –
-600
917
– –
-800
918
– –
-221
919
– –
-400
920
– –
-400
921
– –
-15
922
– –
-43
923
– –
-500
924
– –
-600
925
– –
-26
35 36
37
38 39