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
276
$370K 0.04%
7,500
277
$369K 0.04%
4,829
-138
278
$357K 0.04%
12,000
279
$357K 0.04%
5,396
-622
280
$355K 0.04%
8,289
281
$354K 0.04%
7,164
282
$342K 0.04%
19,696
-3,214
283
$342K 0.04%
2,268
+320
284
$334K 0.04%
4,105
-1,216
285
$332K 0.04%
9,422
+598
286
$322K 0.04%
1,334
+61
287
$317K 0.04%
1,540
-110
288
$313K 0.04%
5,455
289
$307K 0.04%
1,553
+24
290
$296K 0.03%
1,128
+881
291
$292K 0.03%
13,419
292
$290K 0.03%
2,178
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293
$289K 0.03%
9,700
294
$281K 0.03%
6,150
295
$281K 0.03%
1,100
-51
296
$279K 0.03%
3,964
+620
297
$277K 0.03%
3,309
+199
298
$277K 0.03%
17,260
+50
299
$277K 0.03%
3,279
300
$276K 0.03%
2,248
-6
10 11
12
13 14