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
251
$385K 0.06%
14,050
252
$382K 0.06%
13,250
253
$376K 0.05%
7,183
-75
254
$374K 0.05%
3,554
-303
255
$372K 0.05%
9,978
+315
256
$369K 0.05%
1,442
+19
257
$366K 0.05%
2,403
-43,138
258
$364K 0.05%
2,570
259
$362K 0.05%
23,218
-1,800
260
$358K 0.05%
27,648
+1,565
261
$357K 0.05%
3,493
-35
262
$354K 0.05%
1,255
263
$353K 0.05%
7,270
-3,050
264
$352K 0.05%
1,935
-146
265
$351K 0.05%
7,646
266
$344K 0.05%
13,800
267
$343K 0.05%
8,190
268
$341K 0.05%
3,700
-200
269
$341K 0.05%
4,483
-397
270
$338K 0.05%
165,500
+15,000
271
$337K 0.05%
1,962
-600
272
$335K 0.05%
22,567
273
$334K 0.05%
6,769
274
$334K 0.05%
6,168
-2
275
$331K 0.05%
5,617
-73
9 10
11
12 13