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
576
$33.1K ﹤0.01%
320
577
$32.8K ﹤0.01%
5,000
+2,000
578
$32.6K ﹤0.01%
400
-250
579
$32.6K ﹤0.01%
347
580
$32.3K ﹤0.01%
385
581
$32.2K ﹤0.01%
426
582
$32.2K ﹤0.01%
777
583
$32K ﹤0.01%
200
584
$31.4K ﹤0.01%
781
-300
585
$31.3K ﹤0.01%
1,105
586
$31.2K ﹤0.01%
2,000
587
$31K ﹤0.01%
400
588
$31K ﹤0.01%
137
589
$30.9K ﹤0.01%
1,000
590
$30.9K ﹤0.01%
950
-400
591
$30.9K ﹤0.01%
1,100
592
$30.8K ﹤0.01%
269
-269
593
$30.6K ﹤0.01%
1,500
-400
594
$30.6K ﹤0.01%
947
595
$30.4K ﹤0.01%
2,057
-1,000
596
$30.3K ﹤0.01%
447
597
$29.9K ﹤0.01%
257
-257
598
$29.6K ﹤0.01%
510
599
$29.1K ﹤0.01%
775
+150
600
$28.8K ﹤0.01%
1,683
22 23
24
25 26