AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.82%
2 Financials 13.85%
3 Healthcare 10.23%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSMO icon
1051
Invesco S&P SmallCap Momentum ETF
XSMO
$2.72B
– –
-84
XMHQ icon
1052
Invesco S&P MidCap Quality ETF
XMHQ
$5.31B
– –
-3
WFRD icon
1053
Weatherford International
WFRD
$7.79B
– –
-67
VTWO icon
1054
Vanguard Russell 2000 ETF
VTWO
$15.8B
– –
-277
VST icon
1055
Vistra
VST
$52.1B
– –
-200
SPFF icon
1056
Global X SuperIncome Preferred ETF
SPFF
$149M
– –
-514
RWL icon
1057
Invesco S&P 500 Revenue ETF
RWL
$8.75B
– –
-90
QQQX icon
1058
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
– –
-200
PTBD icon
1059
Pacer Trendpilot US Bond ETF
PTBD
$93.8M
– –
-244
PNFP icon
1060
Pinnacle Financial Partners Inc
PNFP
$15B
– –
-148
PENN icon
1061
PENN Entertainment
PENN
$2.24B
– –
-300
PDBC icon
1062
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.2B
– –
-403
NVDY icon
1063
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.42B
– –
-200
NUAG icon
1064
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$93.1M
– –
-232
ALE
1065
DELISTED
Allete
ALE
– –
-300
ARKG icon
1066
ARK Genomic Revolution ETF
ARKG
$1.2B
– –
-312
ARM icon
1067
Arm
ARM
$227B
– –
-5
ARR
1068
Armour Residential REIT
ARR
$2.18B
– –
-500
AVDX
1069
DELISTED
AvidXchange
AVDX
– –
-300
BBY icon
1070
Best Buy
BBY
$12.3B
– –
0
BIPC icon
1071
Brookfield Infrastructure
BIPC
$4.84B
– –
-249
BSCP
1072
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-418
CAKE icon
1073
Cheesecake Factory
CAKE
$3.01B
– –
-94
CLF icon
1074
Cleveland-Cliffs
CLF
$6.07B
– –
-2,000
COHR icon
1075
Coherent
COHR
$59.8B
– –
-51
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