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
151
$775K 0.14%
26,075
+375
152
$747K 0.13%
41,488
+2,864
153
$718K 0.13%
11,643
-2,517
154
$708K 0.13%
17,748
-3,447
155
$700K 0.13%
13,006
-419
156
$689K 0.12%
50,438
-6,493
157
$687K 0.12%
3,302
-65
158
$685K 0.12%
1,266
+558
159
$670K 0.12%
5,251
-200
160
$654K 0.12%
14,235
161
$654K 0.12%
6,365
-273
162
$638K 0.11%
8,821
+7
163
$632K 0.11%
2,398
-310
164
$625K 0.11%
8,174
-49
165
$620K 0.11%
2,891
+236
166
$619K 0.11%
9,982
+2,577
167
$613K 0.11%
10,800
+700
168
$606K 0.11%
1,988
-65
169
$600K 0.11%
3,173
-25
170
$600K 0.11%
28,047
+8,598
171
$597K 0.11%
7,174
+4,044
172
$593K 0.11%
2,461
173
$567K 0.1%
13,827
-2,400
174
$561K 0.1%
6,597
+3,173
175
$558K 0.1%
16,851
+360
5 6
7
8 9