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
701
$12.6K ﹤0.01%
600
702
$12.4K ﹤0.01%
140
703
$12.3K ﹤0.01%
194
704
$12.3K ﹤0.01%
268
705
$12.2K ﹤0.01%
1,050
706
$12.1K ﹤0.01%
400
707
$12K ﹤0.01%
67
708
$11.9K ﹤0.01%
1,500
709
$11.9K ﹤0.01%
4,000
710
$11.9K ﹤0.01%
100
711
$11.8K ﹤0.01%
1,000
712
$11.7K ﹤0.01%
400
713
$11.7K ﹤0.01%
150
714
$11.5K ﹤0.01%
1,000
715
$11.4K ﹤0.01%
100
716
$11.3K ﹤0.01%
225
717
$11.1K ﹤0.01%
1,000
718
$11.1K ﹤0.01%
264
719
$11K ﹤0.01%
64
720
$10.8K ﹤0.01%
200
721
$10.7K ﹤0.01%
148
722
$10.7K ﹤0.01%
400
723
$10.7K ﹤0.01%
317
724
$10.6K ﹤0.01%
1,950
725
$10.6K ﹤0.01%
249