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
301
$274K 0.03%
4,925
302
$273K 0.03%
6,632
+145
303
$272K 0.03%
14,375
304
$269K 0.03%
8,630
305
$266K 0.03%
5,545
-59
306
$263K 0.03%
7,529
-607
307
$258K 0.03%
3,680
308
$257K 0.03%
3,495
+25
309
$256K 0.03%
685
310
$255K 0.03%
1,230
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311
$254K 0.03%
2,325
312
$254K 0.03%
978
313
$254K 0.03%
7,399
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314
$250K 0.03%
104,500
-56,750
315
$249K 0.03%
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-181
316
$248K 0.03%
1,675
317
$246K 0.03%
4,493
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318
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319
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320
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12,439
+7,408
321
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6,413
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322
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4,500
323
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4,000
-2,663
324
$239K 0.03%
1,644
+250
325
$239K 0.03%
6,393
+26
11 12
13
14 15