AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+0.49%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$514K
(+0.05%)
Cap. Flow
+$7.76M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
23.15%
Holding
1,060
New
37
Increased
215
Reduced
182
Closed
20
Top Buys
| 1 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$18.9M |
| 2 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$2.04M |
| 3 |
Visa
V
|
+$1.46M |
| 4 |
Apple
AAPL
|
+$1.3M |
| 5 |
Texas Instruments
TXN
|
+$923K |
Top Sells
| 1 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$20.2M |
| 2 |
AbbVie
ABBV
|
+$1.22M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.14M |
| 4 |
TransDigm Group
TDG
|
+$1.08M |
| 5 |
Johnson & Johnson
JNJ
|
+$890K |
Sector Composition
| 1 | Technology | 14.68% |
| 2 | Financials | 13.5% |
| 3 | Healthcare | 11.48% |
| 4 | Industrials | 7.72% |
| 5 | Consumer Staples | 6.52% |
