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
$689M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.24M
3
+$3.82M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.62M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.05M

Top Sells

1
+$6.57M
2
+$4.08M
3
+$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 8.76%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$478K 0.07%
2,836
227
$474K 0.07%
2,364
-29
228
$465K 0.07%
7,900
+700
229
$456K 0.07%
2,609
+550
230
$455K 0.07%
4,986
231
$455K 0.07%
4,570
+912
232
$453K 0.07%
3,100
233
$448K 0.07%
5,351
234
$447K 0.06%
4,005
-155
235
$445K 0.06%
7,300
+350
236
$441K 0.06%
16,850
-500
237
$435K 0.06%
6,961
-10
238
$434K 0.06%
2,660
239
$430K 0.06%
4,600
240
$429K 0.06%
43,030
241
$425K 0.06%
12,332
+64
242
$417K 0.06%
4,565
243
$415K 0.06%
10,589
+307
244
$407K 0.06%
9,550
+1,100
245
$404K 0.06%
9,678
+300
246
$400K 0.06%
27,123
+771
247
$395K 0.06%
13,350
248
$391K 0.06%
2,370
+192
249
$388K 0.06%
3,410
-838
250
$388K 0.06%
2,725
-39
8 9
10
11 12