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
376
$162K 0.02%
1,237
377
$156K 0.02%
4,484
378
$156K 0.02%
6,746
+21
379
$155K 0.02%
285
380
$155K 0.02%
12,708
-108
381
$154K 0.02%
3,100
382
$152K 0.02%
470
-50
383
$152K 0.02%
2,350
384
$152K 0.02%
1,305
385
$151K 0.02%
7,807
+174
386
$149K 0.02%
5,325
-241
387
$149K 0.02%
2,250
388
$149K 0.02%
734
+250
389
$147K 0.02%
2,855
-330
390
$146K 0.02%
1,907
391
$146K 0.02%
1,867
392
$144K 0.02%
1,227
+494
393
$144K 0.02%
905
394
$142K 0.02%
550
395
$141K 0.02%
1,237
396
$141K 0.02%
7,950
-7,050
397
$140K 0.02%
7,325
398
$140K 0.02%
2,600
-5,950
399
$140K 0.02%
696
400
$139K 0.02%
4,627
14 15
16
17 18