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
451
$96.7K 0.01%
1,237
452
$95.8K 0.01%
919
453
$95.7K 0.01%
201
-9
454
$95.5K 0.01%
4,332
-2,200
455
$94.9K 0.01%
1,100
456
$94.6K 0.01%
3,574
-160
457
$94.4K 0.01%
249
-6
458
$94.1K 0.01%
5,019
+25
459
$93.6K 0.01%
1,106
460
$93.4K 0.01%
4,000
+1,000
461
$93.2K 0.01%
4,836
-211,557
462
$92K 0.01%
2,310
463
$91.8K 0.01%
2,425
+325
464
$91K 0.01%
370
465
$90.3K 0.01%
960
+49
466
$89.8K 0.01%
1,718
467
$89.7K 0.01%
1,500
-95
468
$88.1K 0.01%
687
-166
469
$88K 0.01%
2,800
470
$86.2K 0.01%
5,532
471
$86.2K 0.01%
75
472
$85.6K 0.01%
1,764
-100
473
$80.9K 0.01%
3,599
+1
474
$80.7K 0.01%
6,149
+3,409
475
$80.2K 0.01%
6,872
+4,900
17 18
19
20 21