AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
-2.72%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$766M
AUM Growth
-$17M
(-2.2%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
21.64%
Holding
1,015
New
55
Increased
252
Reduced
203
Closed
44
Top Buys
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.81M |
| 2 |
Clorox
CLX
|
+$1.16M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$823K |
| 4 |
Medtronic
MDT
|
+$792K |
| 5 |
Exxon Mobil
XOM
|
+$741K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.43M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.1M |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$878K |
| 4 |
Target
TGT
|
+$861K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$793K |
Sector Composition
| 1 | Technology | 14.28% |
| 2 | Healthcare | 13.68% |
| 3 | Financials | 10.91% |
| 4 | Industrials | 8.22% |
| 5 | Consumer Staples | 6.77% |
