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
126
$1.72M 0.2%
485
-5
127
$1.72M 0.2%
11,501
+2,067
128
$1.65M 0.19%
13,842
+100
129
$1.63M 0.19%
7,146
+3,892
130
$1.63M 0.19%
19,702
131
$1.61M 0.18%
13,829
+4,193
132
$1.55M 0.18%
7,249
-333
133
$1.54M 0.18%
2,990
-215
134
$1.53M 0.18%
18,148
135
$1.52M 0.17%
22,096
+1,725
136
$1.49M 0.17%
7,798
+202
137
$1.47M 0.17%
4,363
+277
138
$1.47M 0.17%
5,106
-188
139
$1.45M 0.17%
5,531
-3
140
$1.44M 0.16%
8,706
-373
141
$1.44M 0.16%
3,259
-1,313
142
$1.43M 0.16%
10,053
+504
143
$1.43M 0.16%
7,645
-510
144
$1.42M 0.16%
5,454
-70
145
$1.35M 0.15%
20,328
+995
146
$1.35M 0.15%
14,044
-308
147
$1.34M 0.15%
4,475
+85
148
$1.33M 0.15%
5,133
+15
149
$1.33M 0.15%
11,907
-1,107
150
$1.33M 0.15%
12,824
-600
4 5
6
7 8