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
626
$24K ﹤0.01%
500
627
$23.9K ﹤0.01%
500
628
$23.9K ﹤0.01%
216
-147
629
$23.7K ﹤0.01%
153
-4
630
$23.5K ﹤0.01%
1,300
-316
631
$23.4K ﹤0.01%
730
632
$23.3K ﹤0.01%
301
-200
633
$23K ﹤0.01%
448
634
$22.8K ﹤0.01%
535
-991
635
$22.8K ﹤0.01%
500
-550
636
$22.7K ﹤0.01%
500
637
$22.6K ﹤0.01%
1,500
638
$22.5K ﹤0.01%
250
639
$22.5K ﹤0.01%
100
640
$22.4K ﹤0.01%
1,375
641
$22.1K ﹤0.01%
1,500
642
$22.1K ﹤0.01%
446
643
$22K ﹤0.01%
1,500
644
$21.9K ﹤0.01%
272
645
$21.8K ﹤0.01%
400
+200
646
$21.8K ﹤0.01%
100
647
$21.8K ﹤0.01%
150
648
$21.7K ﹤0.01%
370
649
$21.7K ﹤0.01%
378
650
$21.4K ﹤0.01%
516
-399
24 25
26
27 28