AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.43%
2 Financials 13.19%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.98T
$53.4M 4.42%
103,060
+381
V icon
2
Visa
V
$589B
$36.5M 3.02%
106,963
+882
AAPL icon
3
Apple
AAPL
$3.75T
$33.9M 2.81%
133,320
-3,339
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$62.4B
$30.4M 2.52%
1,154,986
+24,431
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.67T
$27.2M 2.25%
111,711
-892
QQQ icon
6
Invesco QQQ Trust
QQQ
$387B
$23.3M 1.93%
38,892
-324
FCNCA icon
7
First Citizens BancShares
FCNCA
$21.8B
$23.3M 1.93%
13,031
-5
BSCR icon
8
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$22.3M 1.84%
1,128,884
+42,570
VGT icon
9
Vanguard Information Technology ETF
VGT
$109B
$22.1M 1.83%
29,553
+171
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.67T
$21.2M 1.75%
87,067
-1,565
BSCS icon
11
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$20.7M 1.71%
1,005,320
+39,545
BSCQ icon
12
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.14B
$20.4M 1.69%
1,044,115
+24,859
ABBV icon
13
AbbVie
ABBV
$398B
$19.6M 1.62%
84,661
-617
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.06T
$19M 1.57%
37,721
+555
JNJ icon
15
Johnson & Johnson
JNJ
$583B
$16.4M 1.36%
88,654
+952
AMZN icon
16
Amazon
AMZN
$2.25T
$16M 1.33%
72,954
-900
NVDA icon
17
NVIDIA
NVDA
$4.45T
$15.4M 1.27%
82,325
-1,582
META icon
18
Meta Platforms (Facebook)
META
$1.61T
$14.1M 1.17%
19,222
-571
JPM icon
19
JPMorgan Chase
JPM
$763B
$13.1M 1.09%
41,559
+1,262
ORCL icon
20
Oracle
ORCL
$457B
$12M 1%
42,725
-1,097
LOW icon
21
Lowe's Companies
LOW
$134B
$11.7M 0.97%
46,399
-229
XOM icon
22
Exxon Mobil
XOM
$640B
$11.5M 0.95%
101,640
+124
LLY icon
23
Eli Lilly
LLY
$873B
$10.9M 0.9%
14,250
+196
UNP icon
24
Union Pacific
UNP
$145B
$10.5M 0.87%
44,383
-293
QQQM icon
25
Invesco NASDAQ 100 ETF
QQQM
$69.7B
$10.4M 0.86%
42,072
+2,002
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