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
601
$28.7K ﹤0.01%
384
602
$28.5K ﹤0.01%
273
603
$28.3K ﹤0.01%
800
604
$28.1K ﹤0.01%
400
605
$27.8K ﹤0.01%
270
606
$27.7K ﹤0.01%
295
+55
607
$27.6K ﹤0.01%
184
608
$27.5K ﹤0.01%
891
-309
609
$26.9K ﹤0.01%
315
610
$26.9K ﹤0.01%
2,000
611
$26.7K ﹤0.01%
16,500
+7,500
612
$26.5K ﹤0.01%
740
-300
613
$26.5K ﹤0.01%
1,200
614
$26.4K ﹤0.01%
160
615
$26.3K ﹤0.01%
344
616
$26.2K ﹤0.01%
405
-100
617
$26K ﹤0.01%
386
618
$25.6K ﹤0.01%
315
619
$25.5K ﹤0.01%
210
-300
620
$25.4K ﹤0.01%
429
621
$25.2K ﹤0.01%
333
622
$25.1K ﹤0.01%
75
+25
623
$24.9K ﹤0.01%
570
624
$24.5K ﹤0.01%
50
-50
625
$24.3K ﹤0.01%
300
23 24
25
26 27