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
1
$19.3M 3.47%
88,196
-1,153
2
$18.7M 3.37%
84,160
-5,495
3
$15.3M 2.76%
184,260
-1,278
4
$12.7M 2.29%
95,987
-11,252
5
$11M 1.98%
60,879
-1,493
6
$10.9M 1.96%
718,092
+35,250
7
$10.9M 1.96%
34,694
+2,983
8
$8.13M 1.46%
51,685
+2,542
9
$7.67M 1.38%
45,536
+2,456
10
$7.66M 1.38%
21,643
+1,386
11
$7.37M 1.33%
35,398
+335
12
$7.16M 1.29%
81,720
-1,220
13
$6.89M 1.24%
64,271
+10,911
14
$6.63M 1.19%
40,740
+7,660
15
$6.48M 1.17%
130,067
+2,080
16
$6.05M 1.09%
266,364
+8,592
17
$5.86M 1.05%
53,520
-1,190
18
$5.77M 1.04%
22,226
+562
19
$5.59M 1.01%
34,806
-239
20
$5.57M 1%
11,147
-617
21
$5.45M 0.98%
92,760
+4,138
22
$5.28M 0.95%
57,721
+5,227
23
$5.02M 0.9%
18,889
+528
24
$4.9M 0.88%
132,999
-231
25
$4.69M 0.84%
146,644
-4,118
1
2 3 4 5