AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
626
$23.5K ﹤0.01%
570
627
$23.3K ﹤0.01%
100
628
$23.2K ﹤0.01%
400
629
$23.2K ﹤0.01%
315
630
$23K ﹤0.01%
450
631
$22.8K ﹤0.01%
273
632
$22.5K ﹤0.01%
75
633
$22.4K ﹤0.01%
2,570
634
$22.1K ﹤0.01%
1,378
-262
635
$21.7K ﹤0.01%
100
-20
636
$21.7K ﹤0.01%
230
-120
637
$21.5K ﹤0.01%
356
638
$21.5K ﹤0.01%
650
639
$21.4K ﹤0.01%
169
640
$21.4K ﹤0.01%
+222
641
$20.9K ﹤0.01%
630
-566
642
$20.8K ﹤0.01%
246
643
$20.7K ﹤0.01%
300
644
$20.7K ﹤0.01%
800
645
$20.7K ﹤0.01%
285
646
$20.7K ﹤0.01%
275
647
$20.6K ﹤0.01%
250
-50
648
$20.6K ﹤0.01%
184
649
$20K ﹤0.01%
92
650
$20K ﹤0.01%
136
24 25
26
27 28