AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+6.17%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$783M
AUM Growth
+$48.6M
(+6.6%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
21.35%
Holding
1,023
New
45
Increased
214
Reduced
264
Closed
63
Top Buys
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$2.44M |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$2.44M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.93M |
| 4 |
Microsoft
MSFT
|
+$1.12M |
| 5 |
Apple
AAPL
|
+$1.12M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
+$6.24M |
| 2 |
Vanguard Financials ETF
VFH
|
+$1.76M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$782K |
| 4 |
Lowe's Companies
LOW
|
+$578K |
| 5 |
Synopsys
SNPS
|
+$466K |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Healthcare | 13.49% |
| 3 | Financials | 10.8% |
| 4 | Industrials | 8.38% |
| 5 | Consumer Staples | 6.88% |
