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
576
$36.6K 0.01%
2,500
577
$36.6K 0.01%
1,121
578
$36.5K 0.01%
155
579
$36.5K 0.01%
215
-75
580
$36.5K 0.01%
300
581
$36K 0.01%
1,500
-3,010
582
$34.9K 0.01%
500
583
$34.6K 0.01%
2,700
584
$34.3K 0.01%
514
585
$34.3K 0.01%
1,750
586
$34.2K 0.01%
600
587
$33.9K ﹤0.01%
170
588
$33.5K ﹤0.01%
333
589
$33.2K ﹤0.01%
652
+204
590
$31.9K ﹤0.01%
1,600
-151,821
591
$31.5K ﹤0.01%
1,050
592
$30.9K ﹤0.01%
1,781
593
$30.8K ﹤0.01%
325
594
$30.6K ﹤0.01%
+1,750
595
$29.6K ﹤0.01%
533
596
$29.2K ﹤0.01%
363
597
$29.2K ﹤0.01%
200
598
$27.8K ﹤0.01%
800
599
$27.4K ﹤0.01%
246
-66
600
$27.2K ﹤0.01%
371
22 23
24
25 26