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
326
$238K 0.03%
1,668
327
$237K 0.03%
3,225
328
$235K 0.03%
14,375
329
$230K 0.03%
820
330
$227K 0.03%
2,841
-107
331
$227K 0.03%
22,091
-5,260
332
$225K 0.03%
6,232
+500
333
$224K 0.03%
1,043
+525
334
$222K 0.03%
3,317
335
$219K 0.03%
6,112
336
$217K 0.03%
6,085
-75
337
$215K 0.03%
1,827
+2
338
$212K 0.03%
5,095
+100
339
$209K 0.03%
2,200
340
$208K 0.03%
2,907
+47
341
$207K 0.03%
1,355
-25
342
$206K 0.03%
5,400
343
$206K 0.03%
2,318
344
$206K 0.03%
13,617
+2,407
345
$203K 0.03%
3,480
346
$202K 0.03%
5,824
347
$200K 0.03%
1,590
+600
348
$198K 0.03%
815
+15
349
$198K 0.03%
+1,920
350
$197K 0.03%
1,161
-257
12 13
14
15 16