AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Est. Return
15.58%
1 Year Est. Return
+15.58%
AUM
$1.07B
AUM Growth
+$514K
(+0.05%)
Holding
1,060
Top Buys
| 1 | +$18.9M | |
| 2 | +$2.04M | |
| 3 | +$1.46M | |
| 4 |
Apple
AAPL
|
+$1.3M |
| 5 |
Texas Instruments
TXN
|
+$923K |
Top Sells
| 1 | +$20.2M | |
| 2 | +$1.22M | |
| 3 | +$1.14M | |
| 4 |
TransDigm Group
TDG
|
+$1.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
NKLA
1051
DELISTED
Nikola Corporation Common Stock
NKLA
| – | – |
-66
|
|
||
|
SMAR
1052
DELISTED
Smartsheet Inc.
SMAR
| – | – |
-500
|
|
||
|
FM
1053
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-487
|
|
||
1054
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$675M
| – | – |
-400
|
|
||
1055
Churchill Downs
CHDN
$7.19B
| – | – |
-75
|
|
||
1056
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.1B
| – | – |
-36
|
|
||
1057
Essex Property Trust
ESS
$16.9B
| – | – |
-17
|
|
||
1058
Extra Space Storage
EXR
$31.7B
| – | – |
-170
|
|
||
1059
JFrog
FROG
$5.83B
| – | – |
-150
|
|