AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+0.89%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$12.1M
(+1.1%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
23.38%
Holding
1,080
New
29
Increased
195
Reduced
258
Closed
56
Top Buys
| 1 |
Watsco
WSO
|
$8.55M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.27M |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$1.18M |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$1.16M |
| 5 |
Apple
AAPL
|
$1.02M |
Top Sells
| 1 |
Accenture
ACN
|
$938K |
| 2 |
Invesco QQQ Trust
QQQ
|
$927K |
| 3 |
Chevron
CVX
|
$805K |
| 4 |
Exxon Mobil
XOM
|
$711K |
| 5 |
Charles Schwab
SCHW
|
$611K |
Sector Composition
| 1 | Technology | 15.51% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 10.79% |
| 4 | Industrials | 7.81% |
| 5 | Communication Services | 6.39% |
