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
101
$1.35M 0.24%
18,841
-432
102
$1.35M 0.24%
12,335
+820
103
$1.33M 0.24%
14,286
-300
104
$1.31M 0.24%
14,151
-100
105
$1.29M 0.23%
7,356
+442
106
$1.28M 0.23%
3,608
+895
107
$1.26M 0.23%
5,984
+358
108
$1.26M 0.23%
5,872
-8
109
$1.25M 0.22%
14,590
110
$1.23M 0.22%
47,950
-4,700
111
$1.23M 0.22%
25,557
+1,734
112
$1.22M 0.22%
550
-4
113
$1.22M 0.22%
14,500
+20
114
$1.22M 0.22%
14,146
+789
115
$1.21M 0.22%
6,929
+2,434
116
$1.15M 0.21%
13,873
-1,979
117
$1.13M 0.2%
49,403
+1,276
118
$1.12M 0.2%
5,158
-74
119
$1.11M 0.2%
9,626
+2,130
120
$1.1M 0.2%
32,825
-7,213
121
$1.05M 0.19%
14,909
+93
122
$1.04M 0.19%
12,577
-395
123
$1.04M 0.19%
22,147
-538
124
$1.03M 0.19%
7,542
+5,577
125
$1.02M 0.18%
22,972
-230
3 4
5
6 7