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
251
$458K 0.05%
5,644
252
$455K 0.05%
2,669
-40
253
$453K 0.05%
10,646
-399
254
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3,275
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255
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9,245
-7
256
$432K 0.05%
10,768
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257
$428K 0.05%
4,491
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258
$427K 0.05%
14,574
-4,037
259
$427K 0.05%
10,113
260
$422K 0.05%
47,869
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261
$420K 0.05%
3,473
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262
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3,446
-725
263
$413K 0.05%
1,460
-135
264
$405K 0.05%
3,519
265
$402K 0.05%
1,832
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266
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267
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3,409
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269
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270
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271
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12,425
272
$384K 0.04%
2,415
-60
273
$381K 0.04%
13,350
274
$379K 0.04%
2,895
-300
275
$371K 0.04%
9,196
+288
9 10
11
12 13