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
826
$4.55K ﹤0.01%
46
827
$4.51K ﹤0.01%
114
828
$4.41K ﹤0.01%
220
829
$4.41K ﹤0.01%
119
830
$4.33K ﹤0.01%
15
831
$4.26K ﹤0.01%
100
832
$4.24K ﹤0.01%
100
833
$4.21K ﹤0.01%
17
834
$4.07K ﹤0.01%
104
835
$3.98K ﹤0.01%
50
836
$3.96K ﹤0.01%
250
837
$3.9K ﹤0.01%
200
838
$3.79K ﹤0.01%
35
839
$3.74K ﹤0.01%
50
840
$3.74K ﹤0.01%
25
841
$3.72K ﹤0.01%
65
842
$3.72K ﹤0.01%
300
843
$3.47K ﹤0.01%
200
844
$3.43K ﹤0.01%
500
-250
845
$3.39K ﹤0.01%
25
846
$3.28K ﹤0.01%
+197
847
$3.14K ﹤0.01%
108
848
$3.03K ﹤0.01%
30
849
$2.97K ﹤0.01%
200
850
$2.92K ﹤0.01%
100
32 33
34
35 36