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
751
$9.98K ﹤0.01%
+50
752
$9.6K ﹤0.01%
300
753
$9.52K ﹤0.01%
218
754
$9.51K ﹤0.01%
100
755
$9.44K ﹤0.01%
400
756
$9.25K ﹤0.01%
400
757
$9.12K ﹤0.01%
72
758
$9.09K ﹤0.01%
400
759
$9.04K ﹤0.01%
2,000
760
$8.97K ﹤0.01%
280
761
$8.93K ﹤0.01%
50
762
$8.92K ﹤0.01%
200
763
$8.86K ﹤0.01%
150
764
$8.81K ﹤0.01%
740
765
$8.79K ﹤0.01%
249
766
$8.78K ﹤0.01%
401
+100
767
$8.76K ﹤0.01%
1,064
-136
768
$8.71K ﹤0.01%
+53
769
$8.63K ﹤0.01%
350
770
$8.54K ﹤0.01%
1,000
771
$8.49K ﹤0.01%
700
772
$8.43K ﹤0.01%
+390
773
$8.4K ﹤0.01%
200
774
$8.24K ﹤0.01%
40
775
$8.22K ﹤0.01%
250
+50