AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
This Quarter Return
-11.35%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$689M
AUM Growth
+$689M
Cap. Flow
+$2.89M
Cap. Flow %
0.42%
Top 10 Hldgs %
19.56%
Holding
1,003
New
21
Increased
201
Reduced
207
Closed
39

Top Buys

1
AMZN icon
Amazon
AMZN
$5.09M
2
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$4.36M
3
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$4.24M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
$3.82M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
$3.62M

Top Sells

1
VPU icon
Vanguard Utilities ETF
VPU
$6.57M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.08M
3
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$3.73M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.03M
5
SCHP icon
Schwab US TIPS ETF
SCHP
$2.74M

Sector Composition

1 Healthcare 14.57%
2 Technology 13.5%
3 Financials 10.22%
4 Industrials 8.8%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
LOGI icon
876
Logitech
LOGI
$15.3B
$2.6K ﹤0.01%
50
– –
JD icon
877
JD.com
JD
$44.1B
$2.57K ﹤0.01%
40
– –
BIO icon
878
Bio-Rad Laboratories Class A
BIO
$8.06B
$2.48K ﹤0.01%
5
– –
FLO icon
879
Flowers Foods
FLO
$3.18B
$2.47K ﹤0.01%
94
– –
NCLH icon
880
Norwegian Cruise Line
NCLH
$11.2B
$2.45K ﹤0.01%
220
– –
BATRK icon
881
Atlanta Braves Holdings Series B
BATRK
$2.82B
$2.4K ﹤0.01%
100
– –
LBRDK icon
882
Liberty Broadband Class C
LBRDK
$8.73B
$2.31K ﹤0.01%
20
– –
PLTR icon
883
Palantir
PLTR
$372B
$2.28K ﹤0.01%
251
+118
+89% +$1.07K
HYMC icon
884
Hycroft Mining Holding Corp
HYMC
$178M
$2.22K ﹤0.01%
2,000
– –
KBE icon
885
SPDR S&P Bank ETF
KBE
$1.62B
$2.19K ﹤0.01%
50
– –
NUS icon
886
Nu Skin
NUS
$602M
$2.17K ﹤0.01%
50
– –
CMS icon
887
CMS Energy
CMS
$21.4B
$2.16K ﹤0.01%
32
– –
IXP icon
888
iShares Global Comm Services ETF
IXP
$593M
$2.14K ﹤0.01%
35
– –
WDAY icon
889
Workday
WDAY
$61.6B
$2.09K ﹤0.01%
15
– –
IBDQ icon
890
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.87B
$1.98K ﹤0.01%
80
– –
ENPH icon
891
Enphase Energy
ENPH
$4.93B
$1.95K ﹤0.01%
10
– –
LTHM
892
DELISTED
Livent Corporation
LTHM
$1.95K ﹤0.01%
86
– –
TUR icon
893
iShares MSCI Turkey ETF
TUR
$175M
$1.9K ﹤0.01%
100
– –
UNG icon
894
United States Natural Gas Fund
UNG
$610M
$1.9K ﹤0.01%
100
– –
PAA icon
895
Plains All American Pipeline
PAA
$12.7B
$1.88K ﹤0.01%
191
– –
GER
896
DELISTED
Goldman Sachs MLP Energy Renaissance Fund
GER
$1.85K ﹤0.01%
166
– –
FNDA icon
897
Schwab Fundamental US Small Company Index ETF
FNDA
$8.89B
$1.81K ﹤0.01%
40
– –
ENS icon
898
EnerSys
ENS
$3.85B
$1.77K ﹤0.01%
30
– –
PJT icon
899
PJT Partners
PJT
$4.35B
$1.76K ﹤0.01%
25
– –
KEY icon
900
KeyCorp
KEY
$21.2B
$1.74K ﹤0.01%
101
– –
34 35
36
37 38