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
201
$717K 0.08%
8,263
+471
202
$697K 0.08%
6,751
203
$695K 0.08%
918
+93
204
$683K 0.08%
20,510
+7
205
$683K 0.08%
4,861
-250
206
$670K 0.08%
31,112
-583
207
$667K 0.08%
4,910
+51
208
$656K 0.08%
12,427
-400
209
$640K 0.07%
2,338
-60
210
$634K 0.07%
1,121
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211
$627K 0.07%
2,977
-75
212
$625K 0.07%
8,400
213
$617K 0.07%
1,318
214
$611K 0.07%
6,553
+463
215
$611K 0.07%
4,151
216
$605K 0.07%
2,220
+2,042
217
$585K 0.07%
12,800
-9,050
218
$584K 0.07%
1,460
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219
$576K 0.07%
5,585
220
$574K 0.07%
12,021
-199
221
$570K 0.07%
6,685
222
$561K 0.06%
2,322
223
$559K 0.06%
1,843
+70
224
$554K 0.06%
7,757
225
$548K 0.06%
10,180
+2,265
7 8
9
10 11