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
651
$19.9K ﹤0.01%
1,000
652
$19.8K ﹤0.01%
2,000
653
$19.8K ﹤0.01%
211
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654
$19.7K ﹤0.01%
2,000
655
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-50
656
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2,000
657
$19.5K ﹤0.01%
2,000
658
$19.5K ﹤0.01%
380
659
$19.4K ﹤0.01%
214
660
$19.3K ﹤0.01%
260
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$18.6K ﹤0.01%
137
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$18.6K ﹤0.01%
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-30
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$18.5K ﹤0.01%
300
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$18.3K ﹤0.01%
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350
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$17.9K ﹤0.01%
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$17.9K ﹤0.01%
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$17.6K ﹤0.01%
50
670
$17.4K ﹤0.01%
255
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$17.2K ﹤0.01%
100
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$17.1K ﹤0.01%
200
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$16.8K ﹤0.01%
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$16.7K ﹤0.01%
259
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$16.7K ﹤0.01%
100