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
401
$141K 0.02%
1,277
+1,167
402
$141K 0.02%
2,730
-2,690
403
$141K 0.02%
375
404
$140K 0.02%
6,926
+14
405
$138K 0.02%
4,714
406
$138K 0.02%
462
407
$137K 0.02%
575
408
$137K 0.02%
4,351
+477
409
$136K 0.02%
10,000
410
$136K 0.02%
1,337
411
$133K 0.02%
2,391
412
$133K 0.02%
+1,800
413
$132K 0.02%
4,238
414
$131K 0.02%
5,715
-50
415
$130K 0.02%
1,227
416
$130K 0.02%
12,000
417
$130K 0.02%
3,835
+108
418
$126K 0.02%
843
419
$125K 0.02%
1,175
420
$125K 0.02%
734
-261
421
$123K 0.02%
2,345
422
$123K 0.02%
924
+2
423
$121K 0.02%
1,800
424
$121K 0.02%
851
425
$121K 0.02%
1,025
15 16
17
18 19