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
476
$79.4K 0.01%
2,352
-257
477
$79K 0.01%
5,000
478
$78.9K 0.01%
2,900
479
$78.1K 0.01%
990
480
$77.5K 0.01%
704
+123
481
$76.5K 0.01%
1,425
-93
482
$76.3K 0.01%
1,500
483
$75.9K 0.01%
5,981
484
$74.7K 0.01%
2,370
-50
485
$72.7K 0.01%
2,400
486
$72.7K 0.01%
1,738
487
$70.5K 0.01%
725
488
$70.1K 0.01%
2,000
489
$69.3K 0.01%
1,515
-185
490
$68.5K 0.01%
539
-49
491
$68K 0.01%
816
492
$67.8K 0.01%
500
493
$67.3K 0.01%
960
494
$67.1K 0.01%
5,120
495
$67K 0.01%
588
496
$66.4K 0.01%
410
497
$65.6K 0.01%
350
498
$64.4K 0.01%
23,000
+13,000
499
$64.3K 0.01%
1,603
-99
500
$64.1K 0.01%
1,476
18 19
20
21 22