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
451
$88.6K 0.01%
500
452
$88.4K 0.01%
1,137
453
$88.2K 0.01%
706
454
$87.2K 0.01%
1,500
455
$86.9K 0.01%
1,465
+965
456
$86.2K 0.01%
1,502
+357
457
$85.5K 0.01%
1,312
+52
458
$84.9K 0.01%
3,430
459
$84.9K 0.01%
1,678
-299
460
$83.3K 0.01%
5,711
461
$83.3K 0.01%
635
462
$83K 0.01%
3,334
463
$82.6K 0.01%
1,586
464
$82.5K 0.01%
2,300
-100
465
$81.1K 0.01%
400
+200
466
$80.7K 0.01%
1,110
467
$80.3K 0.01%
4,700
468
$79.9K 0.01%
144
-20
469
$79.3K 0.01%
475
+100
470
$78.8K 0.01%
65
-10
471
$77.8K 0.01%
1,273
-350
472
$77.7K 0.01%
1,165
+450
473
$77K 0.01%
1,482
474
$76.6K 0.01%
314
475
$75.3K 0.01%
50
17 18
19
20 21