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
926
$779 ﹤0.01%
100
927
$748 ﹤0.01%
20
928
$663 ﹤0.01%
10
929
$591 ﹤0.01%
10
-290
930
$587 ﹤0.01%
31
-37
931
$573 ﹤0.01%
30
932
$567 ﹤0.01%
21
933
$517 ﹤0.01%
13
934
$475 ﹤0.01%
14
935
$445 ﹤0.01%
14
936
$441 ﹤0.01%
7
937
$410 ﹤0.01%
+84
938
$409 ﹤0.01%
1
939
$396 ﹤0.01%
65
-7
940
$373 ﹤0.01%
25
941
$320 ﹤0.01%
56
942
$287 ﹤0.01%
30
943
$254 ﹤0.01%
3
944
$234 ﹤0.01%
5
945
$165 ﹤0.01%
79
946
$81 ﹤0.01%
2
947
$75 ﹤0.01%
10
-8
948
$74 ﹤0.01%
12
949
$72 ﹤0.01%
17
950
$20 ﹤0.01%
4
-1
36 37
38
39 40