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
1
$36.4M 4.16%
96,688
+2,183
2
$26.1M 2.99%
100,221
+6,434
3
$23.1M 2.65%
120,071
+6,255
4
$17M 1.94%
41,421
+3,181
5
$16.9M 1.94%
900,108
+30,201
6
$16.1M 1.84%
787,484
+45,122
7
$14.5M 1.66%
694,352
+21,415
8
$14.1M 1.62%
90,191
+7,374
9
$13.7M 1.57%
88,307
+4,660
10
$13.6M 1.56%
704,626
+70,946
11
$12.9M 1.48%
92,482
+15,854
12
$12.8M 1.46%
90,583
-692
13
$11.6M 1.33%
32,451
+1,981
14
$11.2M 1.29%
7,918
15
$10.7M 1.22%
106,849
+2,343
16
$10.5M 1.21%
21,772
+2,186
17
$10.3M 1.18%
19,635
+2,929
18
$10.1M 1.16%
41,303
+4,512
19
$9.63M 1.1%
43,283
+4,953
20
$9.19M 1.05%
60,481
+5,669
21
$8.61M 0.99%
14,425
+422
22
$8.6M 0.98%
54,704
+2,158
23
$8.47M 0.97%
77,683
+453
24
$8.28M 0.95%
14,209
+249
25
$8.17M 0.94%
325,320
+864
1
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