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
201
$435K 0.08%
2,871
-219
202
$424K 0.08%
3,854
-468
203
$423K 0.08%
2,078
204
$419K 0.08%
3,168
+35
205
$415K 0.07%
3,287
-123
206
$415K 0.07%
2,813
-100
207
$406K 0.07%
4,600
208
$402K 0.07%
1,648
209
$396K 0.07%
1,683
+39
210
$390K 0.07%
684
+47
211
$379K 0.07%
18,875
212
$378K 0.07%
14,742
-2,523
213
$375K 0.07%
5,144
-368
214
$365K 0.07%
1,440
+43
215
$359K 0.06%
3,770
216
$353K 0.06%
9,910
-400
217
$353K 0.06%
2,495
218
$351K 0.06%
24,839
-8,264
219
$351K 0.06%
7,421
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220
$342K 0.06%
1,562
221
$342K 0.06%
3,095
222
$338K 0.06%
2,460
-5
223
$333K 0.06%
21,984
+90
224
$332K 0.06%
3,625
+1,285
225
$327K 0.06%
4,747
+207
7 8
9
10 11