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
501
$56.5K 0.01%
2,299
+167
502
$56.5K 0.01%
1,243
+680
503
$55.6K 0.01%
922
504
$55.6K 0.01%
1,763
+2
505
$55.6K 0.01%
550
+20
506
$55.5K 0.01%
1,950
507
$54.9K 0.01%
1,000
+300
508
$54.5K 0.01%
2,400
509
$54K 0.01%
450
510
$53.4K 0.01%
1,700
511
$53.3K 0.01%
175
512
$52.9K 0.01%
10,510
513
$52.2K 0.01%
248
514
$51.3K 0.01%
658
515
$51K 0.01%
285
-3
516
$50.7K 0.01%
100
517
$50.6K 0.01%
87
518
$50.2K 0.01%
1,440
519
$50K 0.01%
1,000
520
$49.4K 0.01%
3,900
+11
521
$49.1K 0.01%
61
522
$48.6K 0.01%
578
523
$48.6K 0.01%
500
524
$47.8K 0.01%
595
+3
525
$47.8K 0.01%
275
19 20
21
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