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
376
$169K 0.02%
8,136
+138
377
$169K 0.02%
1,763
-502
378
$168K 0.02%
3,393
-11
379
$167K 0.02%
4,014
380
$166K 0.02%
3,000
381
$166K 0.02%
2,300
382
$165K 0.02%
+12,262
383
$164K 0.02%
2,639
384
$163K 0.02%
1,437
-200
385
$163K 0.02%
7,075
386
$161K 0.02%
3,378
+604
387
$157K 0.02%
4,788
388
$156K 0.02%
13,664
+26
389
$155K 0.02%
1,794
390
$155K 0.02%
739
391
$153K 0.02%
885
392
$152K 0.02%
10,472
393
$150K 0.02%
765
+45
394
$150K 0.02%
4,293
-2,477
395
$150K 0.02%
1,104
396
$150K 0.02%
775
397
$147K 0.02%
1,039
-63
398
$145K 0.02%
1,100
399
$143K 0.02%
10,780
400
$142K 0.02%
2,016
+134
14 15
16
17 18