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 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
51
$3.62M 0.52%
+72,175
52
$3.52M 0.51%
21,127
-192
53
$3.52M 0.51%
14,929
-1,402
54
$3.49M 0.51%
49,888
-1,522
55
$3.48M 0.51%
15,321
-49
56
$3.43M 0.5%
135,187
-2,681
57
$3.13M 0.45%
66,053
-1,202
58
$3.1M 0.45%
13,847
-119
59
$3.08M 0.45%
39,670
-5,419
60
$3.04M 0.44%
27,025
-172
61
$3M 0.44%
30,379
+770
62
$3M 0.43%
31,512
+8
63
$2.98M 0.43%
102,382
-250
64
$2.96M 0.43%
14,102
65
$2.93M 0.43%
12,883
+1,317
66
$2.89M 0.42%
37,422
+1,309
67
$2.85M 0.41%
32,077
-300
68
$2.84M 0.41%
8,996
-151
69
$2.66M 0.39%
8,151
-268
70
$2.61M 0.38%
45,808
-262
71
$2.56M 0.37%
15,900
+37
72
$2.53M 0.37%
80,233
+1,735
73
$2.48M 0.36%
12,460
+25
74
$2.46M 0.36%
31,749
+39
75
$2.41M 0.35%
38,072
+2,258
1 2
3
4 5