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
676
$17.3K ﹤0.01%
145
677
$17.2K ﹤0.01%
1,214
678
$17.1K ﹤0.01%
150
+100
679
$16.8K ﹤0.01%
250
+100
680
$16.6K ﹤0.01%
1,154
-584
681
$16.4K ﹤0.01%
60
682
$16.3K ﹤0.01%
+500
683
$16.3K ﹤0.01%
38
684
$16K ﹤0.01%
200
685
$15.8K ﹤0.01%
521
686
$15.7K ﹤0.01%
400
687
$15.5K ﹤0.01%
214
688
$15.5K ﹤0.01%
237
+2
689
$15.2K ﹤0.01%
200
690
$15.2K ﹤0.01%
246
691
$14.9K ﹤0.01%
335
692
$14.5K ﹤0.01%
285
693
$14.4K ﹤0.01%
125
694
$14.3K ﹤0.01%
235
695
$14.3K ﹤0.01%
64
696
$14.3K ﹤0.01%
107
-50
697
$14.3K ﹤0.01%
40
698
$14.2K ﹤0.01%
353
+1
699
$14.1K ﹤0.01%
194
700
$13.7K ﹤0.01%
1,500