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
351
$203K 0.02%
1,137
-62
352
$201K 0.02%
3,775
353
$201K 0.02%
2,570
-200
354
$200K 0.02%
2,200
355
$200K 0.02%
833
+16
356
$198K 0.02%
4,550
+75
357
$196K 0.02%
411
-15
358
$196K 0.02%
1,870
-330
359
$196K 0.02%
2,533
+79
360
$193K 0.02%
851
361
$190K 0.02%
6,025
362
$187K 0.02%
2,432
-100
363
$184K 0.02%
14,500
364
$183K 0.02%
7,830
-14,094
365
$180K 0.02%
1,161
-20
366
$179K 0.02%
3,106
-7
367
$178K 0.02%
16,245
368
$177K 0.02%
4,187
+1,167
369
$177K 0.02%
1,707
+44
370
$175K 0.02%
1,475
-75
371
$175K 0.02%
1,943
-13
372
$174K 0.02%
10,250
373
$172K 0.02%
1,425
374
$170K 0.02%
7,040
375
$170K 0.02%
5,172
+5
13 14
15
16 17