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
326
$238K 0.03%
3,249
-100
327
$234K 0.03%
2,615
328
$232K 0.03%
1,795
-100
329
$231K 0.03%
2,292
+45
330
$229K 0.03%
3,650
331
$229K 0.03%
1,203
+28
332
$226K 0.03%
1,492
333
$223K 0.03%
6,900
334
$223K 0.03%
1,718
335
$223K 0.03%
4,000
336
$223K 0.03%
3,000
337
$219K 0.03%
2,020
-5,277
338
$219K 0.03%
3,080
339
$216K 0.02%
3,454
340
$215K 0.02%
431
341
$214K 0.02%
4,516
-904
342
$211K 0.02%
2,290
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343
$210K 0.02%
4,150
344
$210K 0.02%
6,075
-1,000
345
$209K 0.02%
364
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346
$208K 0.02%
900
347
$207K 0.02%
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-69
348
$207K 0.02%
755
+587
349
$205K 0.02%
5,125
+525
350
$204K 0.02%
3,055
12 13
14
15 16