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
501
$64K 0.01%
719
+648
502
$63.3K 0.01%
2,000
503
$63.1K 0.01%
1,100
504
$62.5K 0.01%
10,510
505
$62.4K 0.01%
2,300
506
$62.3K 0.01%
50
507
$62.1K 0.01%
2,025
508
$62K 0.01%
3,350
-1,000
509
$60.7K 0.01%
1,000
510
$60.2K 0.01%
882
+77
511
$60K 0.01%
1,200
512
$59.5K 0.01%
681
513
$58.9K 0.01%
+1,000
514
$58.2K 0.01%
578
-72
515
$58.1K 0.01%
2,354
516
$56K 0.01%
1,750
517
$55.9K 0.01%
800
518
$55.5K 0.01%
1,000
519
$55.1K 0.01%
731
-233
520
$55K 0.01%
3,057
+7
521
$54.4K 0.01%
2,590
+90
522
$54.2K 0.01%
600
523
$54.1K 0.01%
501
524
$54K 0.01%
154
525
$53.6K 0.01%
802
-447
19 20
21
22 23