AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+9.7%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$873M
AUM Growth
+$108M
(+14%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
21.92%
Holding
1,003
New
32
Increased
238
Reduced
211
Closed
50
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.21M |
| 2 |
Visa
V
|
$1.68M |
| 3 |
UnitedHealth
UNH
|
$1.54M |
| 4 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$1.37M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.3M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.97M |
| 2 |
Walt Disney
DIS
|
$988K |
| 3 |
MarketAxess Holdings
MKTX
|
$838K |
| 4 |
S&P Global
SPGI
|
$578K |
| 5 |
Nike
NKE
|
$573K |
Sector Composition
| 1 | Technology | 15.24% |
| 2 | Healthcare | 13.39% |
| 3 | Financials | 11.16% |
| 4 | Industrials | 8.22% |
| 5 | Consumer Staples | 6.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
General Motors
GM
$55.4B
| – | – |
-45
| Closed | -$1.48K |
|