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
276
$329K 0.05%
12,125
277
$327K 0.05%
2,279
-30
278
$326K 0.05%
11,500
279
$325K 0.05%
1,648
-206
280
$323K 0.05%
2,714
281
$322K 0.05%
7,729
-65
282
$321K 0.05%
2,765
283
$316K 0.05%
3,519
284
$313K 0.05%
1,403
-51
285
$311K 0.05%
5,364
286
$306K 0.04%
1,242
-82
287
$298K 0.04%
1,415
288
$296K 0.04%
6,250
289
$293K 0.04%
13,940
290
$292K 0.04%
8,719
+2
291
$288K 0.04%
9,700
-2,900
292
$288K 0.04%
1,130
+115
293
$288K 0.04%
5,573
+1,867
294
$287K 0.04%
5,075
-100
295
$286K 0.04%
2,595
296
$286K 0.04%
2,178
+200
297
$285K 0.04%
913
+13
298
$285K 0.04%
50,200
+10,000
299
$282K 0.04%
1,025
+550
300
$281K 0.04%
4,250
-2,185
10 11
12
13 14