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
351
$197K 0.03%
477
352
$196K 0.03%
4,513
+1,285
353
$196K 0.03%
5,100
-3,696
354
$194K 0.03%
6,925
+100
355
$192K 0.03%
1,664
-926
356
$191K 0.03%
12,400
+400
357
$190K 0.03%
875
358
$189K 0.03%
2,680
-37
359
$189K 0.03%
1,120
360
$186K 0.03%
3,885
361
$183K 0.03%
1,925
-165
362
$182K 0.03%
669
+182
363
$182K 0.03%
1,910
+1,400
364
$181K 0.03%
9,709
+4,800
365
$181K 0.03%
4,081
-25
366
$180K 0.03%
5,000
367
$180K 0.03%
1,740
368
$179K 0.03%
2,916
-914
369
$179K 0.03%
2,178
-100
370
$178K 0.03%
279
371
$177K 0.03%
373
+50
372
$174K 0.03%
3,161
+2
373
$173K 0.03%
2,325
-200
374
$169K 0.02%
3,500
375
$169K 0.02%
2,060
13 14
15
16 17