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
26
$7.79M 0.89%
80,246
+1,695
27
$7.69M 0.88%
130,447
+5,708
28
$7.64M 0.87%
52,119
+8,021
29
$7.53M 0.86%
21,266
+1,965
30
$7.22M 0.83%
28,523
-380
31
$6.95M 0.8%
20,052
+161
32
$6.81M 0.78%
82,689
+11,719
33
$6.65M 0.76%
132,338
+6,971
34
$6.16M 0.71%
79,601
-25,434
35
$5.94M 0.68%
36,027
+6,102
36
$5.93M 0.68%
34,875
+4,871
37
$5.71M 0.65%
10,749
+1,738
38
$5.58M 0.64%
31,147
-172
39
$5.57M 0.64%
50,572
+153
40
$5.54M 0.63%
37,149
-7
41
$5.43M 0.62%
123,773
+8,416
42
$5.34M 0.61%
36,931
+7,517
43
$5.3M 0.61%
75,612
-608
44
$5.3M 0.61%
16,994
+3,562
45
$5.23M 0.6%
7,927
+1,278
46
$5.19M 0.59%
96,110
+14,671
47
$4.81M 0.55%
95,809
+3,831
48
$4.67M 0.53%
123,868
-5,129
49
$4.67M 0.53%
129,516
-629
50
$4.65M 0.53%
27,616
+5,385
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