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
876
$2.01K ﹤0.01%
44
877
$1.97K ﹤0.01%
38
878
$1.92K ﹤0.01%
211
879
$1.92K ﹤0.01%
75
880
$1.92K ﹤0.01%
31
881
$1.87K ﹤0.01%
26
-15
882
$1.84K ﹤0.01%
20
883
$1.84K ﹤0.01%
30
884
$1.77K ﹤0.01%
36
885
$1.75K ﹤0.01%
12
886
$1.73K ﹤0.01%
90
887
$1.72K ﹤0.01%
80
-10
888
$1.7K ﹤0.01%
46
889
$1.68K ﹤0.01%
41
890
$1.67K ﹤0.01%
200
891
$1.64K ﹤0.01%
+30
892
$1.63K ﹤0.01%
+124
893
$1.63K ﹤0.01%
95
894
$1.61K ﹤0.01%
20
895
$1.59K ﹤0.01%
30
896
$1.52K ﹤0.01%
40
897
$1.39K ﹤0.01%
50
898
$1.39K ﹤0.01%
50
899
$1.32K ﹤0.01%
10
-34
900
$1.32K ﹤0.01%
+100
34 35
36
37 38