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
76
$2.25M 0.4%
29,157
+2,473
77
$2.19M 0.39%
20,443
-252
78
$2.15M 0.39%
7,877
-133
79
$2.15M 0.39%
96,632
+1,580
80
$2.06M 0.37%
30,153
-1,122
81
$2.05M 0.37%
10,543
+258
82
$2.02M 0.36%
45,169
-5,554
83
$2.01M 0.36%
5,369
+200
84
$1.96M 0.35%
64,503
+2,271
85
$1.86M 0.33%
23,203
+659
86
$1.71M 0.31%
8,806
-44
87
$1.7M 0.3%
35,904
-51
88
$1.68M 0.3%
7,875
-1,020
89
$1.63M 0.29%
45,151
-1,736
90
$1.61M 0.29%
6,986
-26
91
$1.51M 0.27%
9,211
+1,175
92
$1.5M 0.27%
49,605
+2,085
93
$1.47M 0.26%
7,473
+208
94
$1.47M 0.26%
3,904
+239
95
$1.44M 0.26%
51,100
+1,865
96
$1.43M 0.26%
8,399
+429
97
$1.41M 0.25%
4,283
+22
98
$1.37M 0.25%
5,276
+146
99
$1.36M 0.25%
3,327
-120
100
$1.35M 0.24%
7,633
+111
2 3
4
5 6