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
176
$550K 0.1%
4,540
-56
177
$545K 0.1%
2,996
+326
178
$544K 0.1%
15,574
-1,500
179
$540K 0.1%
749
+14
180
$529K 0.1%
26,986
+1,156
181
$528K 0.09%
3,610
+140
182
$520K 0.09%
7,134
183
$520K 0.09%
6,123
+586
184
$519K 0.09%
8,895
-76
185
$507K 0.09%
14,390
-100
186
$507K 0.09%
15,654
+600
187
$507K 0.09%
1,578
+113
188
$501K 0.09%
3,717
-485
189
$477K 0.09%
4,960
+510
190
$476K 0.09%
14,924
+1,829
191
$465K 0.08%
27,395
192
$464K 0.08%
7,205
+1,525
193
$459K 0.08%
1,960
+42
194
$447K 0.08%
13,250
195
$446K 0.08%
376
+27
196
$445K 0.08%
2,796
+330
197
$443K 0.08%
1,654
+1,300
198
$440K 0.08%
1,889
+725
199
$439K 0.08%
8,768
+139
200
$438K 0.08%
3,730
6 7
8
9 10