AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+11.72%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$556M
AUM Growth
+$63.3M
(+13%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
22.01%
Holding
976
New
74
Increased
221
Reduced
205
Closed
55
Top Buys
| 1 |
Amazon
AMZN
|
+$1.25M |
| 2 |
AbbVie
ABBV
|
+$1.17M |
| 3 |
Ford
F
|
+$947K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$936K |
| 5 |
Norfolk Southern
NSC
|
+$789K |
Top Sells
| 1 |
Apple
AAPL
|
+$1.49M |
| 2 |
Microsoft
MSFT
|
+$1.22M |
| 3 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$498K |
| 4 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$426K |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$371K |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Healthcare | 12.13% |
| 3 | Financials | 10.73% |
| 4 | Industrials | 8.99% |
| 5 | Communication Services | 6.88% |
