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
551
$44K 0.01%
256
552
$43.9K 0.01%
755
+87
553
$43.7K 0.01%
5,000
554
$43.6K 0.01%
1,000
555
$42.8K 0.01%
685
556
$41.9K 0.01%
450
557
$41.4K 0.01%
448
+7
558
$41.4K 0.01%
1,169
559
$41.3K 0.01%
100
560
$41K 0.01%
582
561
$40.8K 0.01%
314
562
$40.1K 0.01%
61
-2
563
$39.9K 0.01%
1,557
+6
564
$38.9K 0.01%
2,500
565
$38.8K 0.01%
462
566
$38.7K 0.01%
215
567
$38.6K 0.01%
625
-11
568
$38.6K 0.01%
610
569
$38.5K 0.01%
100
570
$38.3K 0.01%
722
571
$38.3K 0.01%
325
572
$37.7K 0.01%
1,457
-109
573
$37.7K 0.01%
450
574
$37.1K 0.01%
+777
575
$37K 0.01%
170
21 22
23
24 25