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
126
$1.02M 0.18%
5,002
-73
127
$1.02M 0.18%
8,431
-105
128
$1.02M 0.18%
34,881
-3,941
129
$1.01M 0.18%
6,587
+55
130
$986K 0.18%
10,149
-690
131
$983K 0.18%
23,161
-1,159
132
$978K 0.18%
8,125
-208
133
$959K 0.17%
21,300
-8,101
134
$951K 0.17%
108,237
+107,712
135
$932K 0.17%
3,210
+175
136
$928K 0.17%
3,403
+25
137
$917K 0.16%
28,820
+1,040
138
$912K 0.16%
10,450
-200
139
$887K 0.16%
14,689
-540
140
$863K 0.16%
9,041
-100
141
$861K 0.15%
9,115
-200
142
$856K 0.15%
3,278
+87
143
$852K 0.15%
10,399
-35
144
$844K 0.15%
8,072
+2,001
145
$842K 0.15%
5,487
+137
146
$820K 0.15%
8,037
147
$800K 0.14%
74,967
-3,500
148
$799K 0.14%
2,923
+10
149
$797K 0.14%
7,380
+777
150
$790K 0.14%
3,666
+113
4 5
6
7 8