AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+9.04%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$954M
AUM Growth
+$80.6M
(+9.2%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
21.68%
Holding
1,065
New
104
Increased
289
Reduced
208
Closed
25
Top Buys
| 1 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$14.5M |
| 2 |
T Rowe Price
TROW
|
+$2.37M |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$2.11M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.94M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.4M |
Top Sells
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$14.5M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
+$1.54M |
| 3 |
Texas Instruments
TXN
|
+$1.18M |
| 4 |
Intuitive Surgical
ISRG
|
+$1.06M |
| 5 |
NVIDIA
NVDA
|
+$784K |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Healthcare | 13.1% |
| 3 | Financials | 11.89% |
| 4 | Industrials | 8.37% |
| 5 | Consumer Staples | 6.39% |
