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
776
$8.2K ﹤0.01%
189
777
$8.2K ﹤0.01%
57
778
$8.09K ﹤0.01%
218
-782
779
$8.08K ﹤0.01%
80
780
$7.97K ﹤0.01%
740
781
$7.9K ﹤0.01%
900
782
$7.87K ﹤0.01%
35
783
$7.87K ﹤0.01%
62
-1
784
$7.81K ﹤0.01%
100
785
$7.73K ﹤0.01%
50
786
$7.6K ﹤0.01%
300
787
$7.51K ﹤0.01%
130
788
$7.31K ﹤0.01%
+114
789
$7.26K ﹤0.01%
75
790
$7.14K ﹤0.01%
47
791
$6.99K ﹤0.01%
500
792
$6.93K ﹤0.01%
1,341
+8
793
$6.89K ﹤0.01%
+203
794
$6.84K ﹤0.01%
200
795
$6.81K ﹤0.01%
225
796
$6.57K ﹤0.01%
81
797
$6.56K ﹤0.01%
120
798
$6.52K ﹤0.01%
1,066
799
$6.49K ﹤0.01%
65
+1
800
$6.49K ﹤0.01%
290
30 31
32
33 34