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
176
$930K 0.11%
10,955
-530
177
$926K 0.11%
67,130
178
$902K 0.1%
11,945
179
$899K 0.1%
3,417
+511
180
$898K 0.1%
5,880
-860
181
$896K 0.1%
8,615
-455
182
$887K 0.1%
6,988
183
$883K 0.1%
8,661
+1,567
184
$855K 0.1%
5,798
+550
185
$845K 0.1%
1,041
+430
186
$812K 0.09%
9,095
-1,633
187
$806K 0.09%
1,962
+243
188
$803K 0.09%
1,973
+297
189
$793K 0.09%
1,123
-124
190
$778K 0.09%
46,351
-540
191
$777K 0.09%
7,785
192
$776K 0.09%
7,684
193
$772K 0.09%
11,100
-575
194
$752K 0.09%
4,181
+182
195
$752K 0.09%
5,281
-190
196
$744K 0.09%
2,392
+168
197
$743K 0.09%
3,748
+9
198
$737K 0.08%
14,981
+80
199
$735K 0.08%
9,700
-771
200
$719K 0.08%
6,676
6 7
8
9 10