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
101
$2.26M 0.26%
20,280
+1,820
102
$2.23M 0.26%
49,403
103
$2.22M 0.25%
89,417
-10,577
104
$2.19M 0.25%
83,740
+2,526
105
$2.17M 0.25%
24,505
+9,923
106
$2.16M 0.25%
11,361
-100
107
$2.15M 0.25%
4,551
+1,142
108
$2.14M 0.24%
13,182
-75
109
$2.05M 0.23%
19,391
+9,839
110
$2.04M 0.23%
8,761
-358
111
$2.02M 0.23%
14,829
+5,191
112
$2.01M 0.23%
41,459
+2,750
113
$2M 0.23%
32,915
+1,062
114
$1.93M 0.22%
7,758
+862
115
$1.89M 0.22%
23,891
-456
116
$1.86M 0.21%
31,766
+15,321
117
$1.85M 0.21%
50,014
+1,901
118
$1.84M 0.21%
70,620
-11,182
119
$1.84M 0.21%
7,933
-305
120
$1.82M 0.21%
29,615
+12,304
121
$1.82M 0.21%
5,178
+108
122
$1.8M 0.21%
41,825
-450
123
$1.79M 0.2%
29,106
+11,801
124
$1.75M 0.2%
14,353
-3,578
125
$1.72M 0.2%
3,801
-7
3 4
5
6 7