AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$2.04M
3 +$1.46M
4
AAPL icon
Apple
AAPL
+$1.3M
5
TXN icon
Texas Instruments
TXN
+$923K

Top Sells

1 +$20.2M
2 +$1.22M
3 +$1.14M
4
TDG icon
TransDigm Group
TDG
+$1.08M
5
JNJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSJQ icon
801
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$9.28K ﹤0.01%
400
OGN icon
802
Organon & Co
OGN
$1.75B
$9.22K ﹤0.01%
619
+5
BSJS icon
803
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$472M
$9.2K ﹤0.01%
425
RETL icon
804
Direxion Daily Retail Bull 3X Shares
RETL
$30.1M
$9.16K ﹤0.01%
1,500
DASH icon
805
DoorDash
DASH
$109B
$9.14K ﹤0.01%
50
GPK icon
806
Graphic Packaging
GPK
$4.74B
$9.09K ﹤0.01%
350
BSJT icon
807
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$337M
$9.06K ﹤0.01%
+430
WH icon
808
Wyndham Hotels & Resorts
WH
$5.55B
$9.05K ﹤0.01%
100
-50
BIPC icon
809
Brookfield Infrastructure
BIPC
$5.39B
$9.01K ﹤0.01%
249
RMD icon
810
ResMed
RMD
$36B
$8.95K ﹤0.01%
40
UHS icon
811
Universal Health Services
UHS
$13.8B
$8.85K ﹤0.01%
47
DRI icon
812
Darden Restaurants
DRI
$21B
$8.73K ﹤0.01%
42
MHD icon
813
BlackRock MuniHoldings Fund
MHD
$612M
$8.69K ﹤0.01%
740
BSCP icon
814
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$8.64K ﹤0.01%
418
-975,562
CAVA icon
815
CAVA Group
CAVA
$6.23B
$8.64K ﹤0.01%
+100
RJF icon
816
Raymond James Financial
RJF
$31.4B
$8.47K ﹤0.01%
61
SAIA icon
817
Saia
SAIA
$7.79B
$8.39K ﹤0.01%
24
STE icon
818
Steris
STE
$23.2B
$8.39K ﹤0.01%
37
EPP icon
819
iShares MSCI Pacific ex Japan ETF
EPP
$1.82B
$8.34K ﹤0.01%
189
HXL icon
820
Hexcel
HXL
$5.68B
$8.21K ﹤0.01%
150
IWO icon
821
iShares Russell 2000 Growth ETF
IWO
$13.4B
$8.18K ﹤0.01%
32
WTS icon
822
Watts Water Technologies
WTS
$9.09B
$8.16K ﹤0.01%
40
WST icon
823
West Pharmaceutical
WST
$20.3B
$8.06K ﹤0.01%
36
VRSK icon
824
Verisk Analytics
VRSK
$30.5B
$8.04K ﹤0.01%
27
WCN icon
825
Waste Connections
WCN
$42.9B
$8K ﹤0.01%
41