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
526
$47.8K 0.01%
1,680
-500
527
$47.4K 0.01%
1,282
+2
528
$47.4K 0.01%
671
+32
529
$47.3K 0.01%
4,000
530
$47K 0.01%
462
531
$46.8K 0.01%
1,314
532
$46.5K 0.01%
1,025
-900
533
$46.4K 0.01%
255
+9
534
$46.4K 0.01%
325
535
$46K 0.01%
26,000
+6,000
536
$45.9K 0.01%
2,500
537
$44.9K 0.01%
325
538
$44.6K 0.01%
100
539
$44.1K 0.01%
+3,284
540
$43.5K 0.01%
319
-225
541
$43.5K 0.01%
5,000
542
$43K ﹤0.01%
423
543
$42.5K ﹤0.01%
590
544
$42.5K ﹤0.01%
210
545
$42.3K ﹤0.01%
220
546
$41.7K ﹤0.01%
371
547
$40.9K ﹤0.01%
2,697
+374
548
$40.7K ﹤0.01%
940
549
$40.7K ﹤0.01%
167
550
$40.6K ﹤0.01%
3,000
20 21
22
23 24