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
301
$281K 0.04%
712
+100
302
$280K 0.04%
3,925
303
$278K 0.04%
5,010
304
$275K 0.04%
6,943
-434
305
$272K 0.04%
5,858
-144
306
$270K 0.04%
3,011
-138
307
$268K 0.04%
1,530
+32
308
$267K 0.04%
2,900
+825
309
$265K 0.04%
3,125
-50
310
$260K 0.04%
1,541
+18
311
$260K 0.04%
5,030
+2
312
$260K 0.04%
1,000
313
$258K 0.04%
5,253
+1
314
$255K 0.04%
1,510
315
$253K 0.04%
2,132
316
$252K 0.04%
7,000
317
$250K 0.04%
8,655
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318
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2,925
319
$249K 0.04%
2,387
-100
320
$247K 0.04%
6,945
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321
$246K 0.04%
1,178
-357
322
$245K 0.04%
3,060
-85
323
$243K 0.04%
7,770
+2,170
324
$243K 0.04%
1,394
-100
325
$239K 0.03%
3,150
11 12
13
14 15