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
851
$2.89K ﹤0.01%
191
852
$2.87K ﹤0.01%
50
853
$2.83K ﹤0.01%
+72
854
$2.82K ﹤0.01%
20
855
$2.78K ﹤0.01%
400
856
$2.78K ﹤0.01%
+43
857
$2.77K ﹤0.01%
+64
858
$2.73K ﹤0.01%
66
859
$2.71K ﹤0.01%
100
860
$2.7K ﹤0.01%
200
861
$2.64K ﹤0.01%
130
-570
862
$2.6K ﹤0.01%
42
863
$2.55K ﹤0.01%
25
864
$2.54K ﹤0.01%
+300
865
$2.53K ﹤0.01%
20
-45
866
$2.45K ﹤0.01%
18
867
$2.3K ﹤0.01%
80
868
$2.27K ﹤0.01%
300
869
$2.25K ﹤0.01%
500
870
$2.23K ﹤0.01%
45
871
$2.21K ﹤0.01%
80
872
$2.18K ﹤0.01%
+132
873
$2.12K ﹤0.01%
94
874
$2.08K ﹤0.01%
81
875
$2.06K ﹤0.01%
99
33 34
35
36 37