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
51
$4.54M 0.52%
77,788
+20,402
52
$4.42M 0.51%
33,305
+565
53
$4.41M 0.5%
10,092
-346
54
$4.28M 0.49%
148,788
-8,232
55
$4.28M 0.49%
40,597
+2,520
56
$4.19M 0.48%
24,659
+1,438
57
$4.15M 0.48%
14,004
+370
58
$4.1M 0.47%
13,872
+186
59
$4.07M 0.47%
43,290
+325
60
$4.07M 0.47%
45,100
-10,945
61
$4.03M 0.46%
76,680
+17,769
62
$3.94M 0.45%
8,502
+350
63
$3.91M 0.45%
9,161
+247
64
$3.75M 0.43%
14,961
-39
65
$3.57M 0.41%
49,500
+553
66
$3.47M 0.4%
70,070
+10,140
67
$3.42M 0.39%
29,145
+5,643
68
$3.35M 0.38%
11,000
+8
69
$3.34M 0.38%
14,134
-74
70
$3.34M 0.38%
14,322
+91
71
$3.25M 0.37%
106,613
+1,197
72
$3.18M 0.36%
34,458
-1,034
73
$3.18M 0.36%
45,842
+1,408
74
$3.13M 0.36%
90,379
-1,200
75
$3.1M 0.35%
6,366
+1,676
1 2
3
4 5