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
701
$13.6K ﹤0.01%
101
+57
702
$13.5K ﹤0.01%
50
703
$13.2K ﹤0.01%
2,014
704
$13.1K ﹤0.01%
250
-30
705
$13K ﹤0.01%
1,500
706
$13K ﹤0.01%
295
707
$12.9K ﹤0.01%
100
708
$12.9K ﹤0.01%
754
-250
709
$12.9K ﹤0.01%
202
710
$12.9K ﹤0.01%
148
711
$12.9K ﹤0.01%
2,100
712
$12.7K ﹤0.01%
200
713
$12.5K ﹤0.01%
+400
714
$12.5K ﹤0.01%
200
-100
715
$12.5K ﹤0.01%
200
716
$12.4K ﹤0.01%
60
-20
717
$12.2K ﹤0.01%
+148
718
$12.1K ﹤0.01%
100
-52
719
$12K ﹤0.01%
138
720
$11.8K ﹤0.01%
125
721
$11.7K ﹤0.01%
500
+300
722
$11.7K ﹤0.01%
1,092
+12
723
$11.6K ﹤0.01%
10
724
$11.6K ﹤0.01%
300
725
$11.5K ﹤0.01%
160
27 28
29
30 31