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 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
601
$26.9K ﹤0.01%
5,000
602
$26.9K ﹤0.01%
726
+9
603
$26.5K ﹤0.01%
1,214
604
$26.4K ﹤0.01%
777
605
$26.2K ﹤0.01%
429
606
$26.2K ﹤0.01%
400
607
$26.2K ﹤0.01%
202
+52
608
$26.1K ﹤0.01%
400
609
$26K ﹤0.01%
426
610
$26K ﹤0.01%
592
611
$25.9K ﹤0.01%
480
+30
612
$25.9K ﹤0.01%
270
613
$25.7K ﹤0.01%
1,417
+50
614
$25.7K ﹤0.01%
389
615
$25.7K ﹤0.01%
1,375
616
$25.5K ﹤0.01%
1,400
617
$24.8K ﹤0.01%
908
618
$24.7K ﹤0.01%
400
619
$24.5K ﹤0.01%
403
620
$24.4K ﹤0.01%
252
621
$24.4K ﹤0.01%
2,000
622
$24.1K ﹤0.01%
1,000
623
$24.1K ﹤0.01%
2,226
624
$24.1K ﹤0.01%
165
625
$23.7K ﹤0.01%
182
+35