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
526
$53.3K 0.01%
4,575
527
$53.2K 0.01%
1,750
+1,550
528
$52.2K 0.01%
960
529
$51.3K 0.01%
247
530
$51K 0.01%
5,050
531
$51K 0.01%
323
532
$50.8K 0.01%
248
533
$50K 0.01%
2,091
+2,050
534
$49.6K 0.01%
+1,000
535
$49.5K 0.01%
+1,150
536
$49.5K 0.01%
+1,795
537
$49.3K 0.01%
705
538
$48.5K 0.01%
267
539
$48.5K 0.01%
1,271
+1
540
$48.1K 0.01%
2,065
541
$48.1K 0.01%
800
542
$47.8K 0.01%
586
543
$47.5K 0.01%
4,200
544
$47.1K 0.01%
1,316
-25
545
$46.9K 0.01%
2,422
-192,407
546
$45K 0.01%
1,440
+35
547
$45K 0.01%
1,586
548
$44.7K 0.01%
4,274
-918
549
$44.6K 0.01%
1,602
550
$44K 0.01%
930
-70
20 21
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