AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+5.4%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$734M
AUM Growth
+$37M
(+5.3%)
Cap. Flow
+$9.47M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
20.25%
Holding
1,017
New
69
Increased
227
Reduced
205
Closed
39
Top Buys
| 1 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$8.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.03M |
| 3 |
GSK
GSK
|
+$1.16M |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.16M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$692K |
Top Sells
| 1 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$9.41M |
| 2 |
LHCG
LHC Group LLC
LHCG
|
+$1.19M |
| 3 |
NVIDIA
NVDA
|
+$895K |
| 4 |
MetLife
MET
|
+$833K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$466K |
Sector Composition
| 1 | Technology | 13.88% |
| 2 | Healthcare | 13.63% |
| 3 | Financials | 10.75% |
| 4 | Industrials | 8.49% |
| 5 | Consumer Staples | 6.6% |
