AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
401
$139K 0.02%
1,250
+50
402
$138K 0.02%
3,200
403
$137K 0.02%
6,604
-2,664
404
$137K 0.02%
1,794
405
$137K 0.02%
1,050
406
$136K 0.02%
464
-2,863
407
$136K 0.02%
2,917
408
$134K 0.02%
950
+295
409
$132K 0.02%
287
-75
410
$132K 0.02%
3,380
+7
411
$132K 0.02%
5,362
-170
412
$130K 0.01%
938
+3
413
$130K 0.01%
2,863
+1,103
414
$128K 0.01%
688
415
$127K 0.01%
500
-20
416
$127K 0.01%
10,000
417
$126K 0.01%
1,400
418
$126K 0.01%
602
+13
419
$125K 0.01%
1,256
+714
420
$124K 0.01%
1,906
+4
421
$123K 0.01%
6,161
422
$123K 0.01%
3,529
-3,985
423
$122K 0.01%
389
424
$121K 0.01%
3,300
425
$119K 0.01%
2,964
-34
15 16
17
18 19