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
426
$120K 0.02%
2,391
+141
427
$120K 0.02%
2,038
+2
428
$120K 0.02%
1,513
429
$117K 0.02%
850
+800
430
$117K 0.02%
406
431
$117K 0.02%
2,495
-100
432
$116K 0.02%
667
-625
433
$116K 0.02%
4,609
434
$115K 0.02%
550
-35
435
$114K 0.02%
5,500
436
$114K 0.02%
356
437
$113K 0.02%
1,725
+1,625
438
$113K 0.02%
1,150
439
$113K 0.02%
4,144
+180
440
$110K 0.02%
6,161
441
$108K 0.02%
3,019
442
$107K 0.02%
1,403
+563
443
$107K 0.02%
1,957
444
$106K 0.02%
4,330
445
$105K 0.02%
1,750
-175
446
$105K 0.02%
2,805
+2,555
447
$104K 0.02%
2,867
448
$100K 0.01%
1,400
449
$97.7K 0.01%
4,773
+2,577
450
$96.8K 0.01%
13,332
-440
16 17
18
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