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
426
$119K 0.01%
1,106
427
$118K 0.01%
75
428
$117K 0.01%
310
+7
429
$117K 0.01%
+1,419
430
$116K 0.01%
1,950
431
$110K 0.01%
8,000
432
$110K 0.01%
1,341
-659
433
$106K 0.01%
+2,149
434
$106K 0.01%
2,450
+44
435
$105K 0.01%
9,222
-908
436
$105K 0.01%
4,330
437
$105K 0.01%
3,375
438
$105K 0.01%
2,100
439
$98.7K 0.01%
1,570
-425
440
$96K 0.01%
15,000
+4,000
441
$95.5K 0.01%
2,542
442
$95.4K 0.01%
1,430
443
$95.2K 0.01%
23,000
444
$94.1K 0.01%
1,306
445
$93.2K 0.01%
846
446
$92.6K 0.01%
995
-125
447
$92.5K 0.01%
665
448
$91.7K 0.01%
1,448
+203
449
$89.8K 0.01%
478
+9
450
$88.9K 0.01%
2,669
16 17
18
19 20