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
676
$16.5K ﹤0.01%
235
677
$16.5K ﹤0.01%
300
678
$16.3K ﹤0.01%
80
679
$16.1K ﹤0.01%
1,000
680
$16K ﹤0.01%
551
+80
681
$15.9K ﹤0.01%
344
682
$15.9K ﹤0.01%
579
+129
683
$15.7K ﹤0.01%
1,000
684
$15.6K ﹤0.01%
500
685
$14.9K ﹤0.01%
57
+17
686
$14.9K ﹤0.01%
413
687
$14.9K ﹤0.01%
200
688
$14.7K ﹤0.01%
50
689
$14.5K ﹤0.01%
600
690
$14.5K ﹤0.01%
621
691
$14.3K ﹤0.01%
150
692
$14.2K ﹤0.01%
+228
693
$14.1K ﹤0.01%
2,262
694
$13.7K ﹤0.01%
400
695
$13.5K ﹤0.01%
249
696
$13.3K ﹤0.01%
1,000
697
$13.2K ﹤0.01%
227
+1
698
$13K ﹤0.01%
255
699
$12.9K ﹤0.01%
200
700
$12.8K ﹤0.01%
1,000