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
151
$1.3M 0.15%
2,079
-192
152
$1.27M 0.15%
2,784
-110
153
$1.25M 0.14%
14,817
-3,649
154
$1.21M 0.14%
1,380
+181
155
$1.21M 0.14%
57,978
+4,758
156
$1.19M 0.14%
3,040
-80
157
$1.16M 0.13%
2,268
+275
158
$1.14M 0.13%
61,652
+3,374
159
$1.12M 0.13%
21,471
-676
160
$1.11M 0.13%
21,651
-628
161
$1.11M 0.13%
27,483
-384
162
$1.1M 0.13%
8,594
-127
163
$1.08M 0.12%
61,207
-2,743
164
$1.07M 0.12%
9,850
165
$1.06M 0.12%
21,700
-100
166
$1.05M 0.12%
6,411
-754
167
$1.04M 0.12%
22,176
-6,511
168
$1.03M 0.12%
2,675
+10
169
$1.03M 0.12%
29,535
-629
170
$998K 0.11%
18,005
+1,100
171
$993K 0.11%
12,460
-50
172
$967K 0.11%
36,690
+200
173
$959K 0.11%
17,083
+175
174
$946K 0.11%
8,166
-100
175
$942K 0.11%
9,247
-3,230
5 6
7
8 9