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
476
$75.1K 0.01%
1,000
477
$74.7K 0.01%
418
-27
478
$73.7K 0.01%
681
-55
479
$73.5K 0.01%
684
-840
480
$73.1K 0.01%
855
481
$72.9K 0.01%
5,981
482
$72.6K 0.01%
630
483
$72.1K 0.01%
5,050
484
$71.4K 0.01%
275
485
$70.9K 0.01%
+10,493
486
$69.5K 0.01%
1,965
+2
487
$69.3K 0.01%
1,250
488
$68.7K 0.01%
1,319
489
$68.3K 0.01%
1,000
490
$67.3K 0.01%
2,495
491
$65.5K 0.01%
1,120
+300
492
$65.1K 0.01%
+1,000
493
$64.7K 0.01%
1,000
494
$64K 0.01%
800
495
$63K 0.01%
+9,000
496
$62.8K 0.01%
1,738
497
$60.7K 0.01%
3,500
498
$59.6K 0.01%
2,000
499
$58.8K 0.01%
1,500
500
$57.9K 0.01%
722
18 19
20
21 22