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
651
$20.9K ﹤0.01%
405
652
$20.6K ﹤0.01%
50
653
$20.5K ﹤0.01%
300
654
$20.4K ﹤0.01%
600
655
$20.4K ﹤0.01%
264
656
$20.3K ﹤0.01%
200
657
$20.2K ﹤0.01%
237
658
$20.2K ﹤0.01%
1,100
-800
659
$20.1K ﹤0.01%
400
660
$19.9K ﹤0.01%
50
661
$19.6K ﹤0.01%
1,800
-1,400
662
$19.5K ﹤0.01%
750
-400
663
$19K ﹤0.01%
275
-60
664
$18.9K ﹤0.01%
2,226
665
$18.6K ﹤0.01%
169
666
$18.3K ﹤0.01%
300
667
$18.3K ﹤0.01%
249
668
$18.3K ﹤0.01%
268
669
$18K ﹤0.01%
333
670
$17.9K ﹤0.01%
700
671
$17.9K ﹤0.01%
908
672
$17.8K ﹤0.01%
200
673
$17.7K ﹤0.01%
5,000
674
$17.6K ﹤0.01%
175
-61
675
$17.5K ﹤0.01%
115
25 26
27
28 29