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
76
$3.09M 0.35%
42,652
+1,713
77
$3.07M 0.35%
83,024
+2,890
78
$3.04M 0.35%
90,341
+973
79
$3.01M 0.35%
127,594
+1,866
80
$3M 0.34%
30,847
+194
81
$2.99M 0.34%
9,969
-163
82
$2.98M 0.34%
15,534
+4,716
83
$2.96M 0.34%
12,480
-219
84
$2.93M 0.34%
13,314
-22
85
$2.91M 0.33%
38,186
+9,160
86
$2.9M 0.33%
57,408
+413
87
$2.86M 0.33%
87,645
+2,366
88
$2.84M 0.33%
12,496
+3,633
89
$2.79M 0.32%
16,354
+2,035
90
$2.69M 0.31%
106,023
+9,201
91
$2.64M 0.3%
85,867
+2,041
92
$2.57M 0.29%
46,016
+63
93
$2.53M 0.29%
20,011
+1,008
94
$2.53M 0.29%
20,812
+323
95
$2.51M 0.29%
39,630
-1,455
96
$2.49M 0.28%
5,232
-22
97
$2.47M 0.28%
17,164
98
$2.45M 0.28%
43,771
+396
99
$2.44M 0.28%
945
+237
100
$2.35M 0.27%
25,657
+70
2 3
4
5 6