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
901
$1.29K ﹤0.01%
52
902
$1.27K ﹤0.01%
16
-3
903
$1.26K ﹤0.01%
20
904
$1.26K ﹤0.01%
50
905
$1.25K ﹤0.01%
+250
906
$1.24K ﹤0.01%
+200
907
$1.18K ﹤0.01%
13
908
$1.17K ﹤0.01%
3
909
$1.16K ﹤0.01%
+8
910
$1.15K ﹤0.01%
40
911
$1.15K ﹤0.01%
25
912
$1.14K ﹤0.01%
40
913
$1.13K ﹤0.01%
31
914
$1.1K ﹤0.01%
49
915
$1.06K ﹤0.01%
184
916
$971 ﹤0.01%
50
917
$944 ﹤0.01%
50
918
$936 ﹤0.01%
200
919
$932 ﹤0.01%
17
920
$905 ﹤0.01%
51
921
$898 ﹤0.01%
25
922
$843 ﹤0.01%
265
923
$829 ﹤0.01%
13
924
$806 ﹤0.01%
10
925
$786 ﹤0.01%
10
35 36
37
38 39