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
$873M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.68M
3
+$1.54M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3M

Top Sells

1
+$1.97M
2
+$988K
3
+$838K
4
SPGI icon
S&P Global
SPGI
+$578K
5
NKE icon
Nike
NKE
+$573K

Sector Composition

1 Technology 15.24%
2 Healthcare 13.39%
3 Financials 11.16%
4 Industrials 8.2%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$545K 0.06%
3,895
-2,004
227
$536K 0.06%
4,770
-200
228
$534K 0.06%
13,817
-1,789
229
$533K 0.06%
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-244
230
$532K 0.06%
3,058
+171
231
$531K 0.06%
2,361
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232
$529K 0.06%
2,765
233
$526K 0.06%
6,979
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234
$519K 0.06%
3,372
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235
$517K 0.06%
13,744
-659
236
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3,365
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237
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3,220
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238
$508K 0.06%
17,116
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239
$498K 0.06%
6,145
-1,969
240
$494K 0.06%
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241
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242
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243
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244
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245
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2,200
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246
$474K 0.05%
3,730
247
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25,323
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248
$467K 0.05%
30,913
+48
249
$465K 0.05%
13,667
250
$463K 0.05%
2,255
-100
8 9
10
11 12