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
26
$5.91M 0.86%
116,508
-1,149
27
$5.79M 0.84%
276,690
+7,659
28
$5.78M 0.84%
53,214
-1,432
29
$5.77M 0.84%
61,090
-1,362
30
$5.69M 0.83%
152,028
-1,403
31
$5.35M 0.78%
50,366
+786
32
$5.34M 0.78%
126,366
-4,466
33
$5.26M 0.76%
36,615
+211
34
$5.18M 0.75%
7,918
35
$5.17M 0.75%
14,128
-566
36
$5.15M 0.75%
33,636
-99
37
$5.12M 0.74%
71,838
+402
38
$5.02M 0.73%
18,298
+118
39
$4.55M 0.66%
14,021
-157
40
$4.47M 0.65%
30,845
-604
41
$4.46M 0.65%
40,960
+2,620
42
$4.42M 0.64%
12,729
-263
43
$4.41M 0.64%
8,115
-485
44
$4.25M 0.62%
72,215
+16,980
45
$4.16M 0.6%
52,126
+326
46
$4.07M 0.59%
31,881
-136
47
$4.06M 0.59%
45,222
+817
48
$3.9M 0.57%
77,369
+6,726
49
$3.73M 0.54%
28,497
-52
50
$3.62M 0.53%
92,262
+5,727
1
2
3 4 5