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
801
$6.45K ﹤0.01%
27
802
$6.45K ﹤0.01%
1,060
+10
803
$6.32K ﹤0.01%
125
804
$6.31K ﹤0.01%
+500
805
$6.12K ﹤0.01%
41
806
$6.12K ﹤0.01%
100
807
$6.1K ﹤0.01%
200
808
$6.03K ﹤0.01%
44
809
$5.68K ﹤0.01%
9
810
$5.55K ﹤0.01%
646
+5
811
$5.32K ﹤0.01%
+250
812
$5.29K ﹤0.01%
86
813
$5.28K ﹤0.01%
100
814
$5.14K ﹤0.01%
75
815
$4.96K ﹤0.01%
53
816
$4.95K ﹤0.01%
422
817
$4.83K ﹤0.01%
400
-1,000
818
$4.81K ﹤0.01%
550
819
$4.76K ﹤0.01%
250
820
$4.72K ﹤0.01%
300
821
$4.72K ﹤0.01%
58
822
$4.68K ﹤0.01%
150
823
$4.61K ﹤0.01%
106
824
$4.58K ﹤0.01%
13
825
$4.56K ﹤0.01%
126
31 32
33
34 35