AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
551
$40.5K ﹤0.01%
15,000
552
$40.4K ﹤0.01%
514
553
$40.4K ﹤0.01%
461
+351
554
$40.1K ﹤0.01%
944
555
$39.7K ﹤0.01%
2,570
556
$39.5K ﹤0.01%
500
557
$38.3K ﹤0.01%
200
558
$38.1K ﹤0.01%
3,275
559
$37.6K ﹤0.01%
404
560
$37.3K ﹤0.01%
610
561
$37.3K ﹤0.01%
1,543
+1
562
$37K ﹤0.01%
325
-298
563
$36.8K ﹤0.01%
1,121
564
$36.8K ﹤0.01%
800
+500
565
$36.7K ﹤0.01%
225
566
$36.1K ﹤0.01%
528
+101
567
$35.8K ﹤0.01%
2,700
568
$35.3K ﹤0.01%
220
-35
569
$35.2K ﹤0.01%
1,300
570
$35.1K ﹤0.01%
215
571
$35K ﹤0.01%
725
572
$34.2K ﹤0.01%
353
573
$34.2K ﹤0.01%
3,153
-170
574
$33.4K ﹤0.01%
300
575
$33.3K ﹤0.01%
2,110
+10
21 22
23
24 25