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
726
$10.5K ﹤0.01%
270
727
$10.5K ﹤0.01%
333
728
$10.4K ﹤0.01%
76
-135
729
$10.3K ﹤0.01%
848
730
$10.3K ﹤0.01%
200
731
$10.2K ﹤0.01%
119
+69
732
$10.1K ﹤0.01%
150
733
$9.97K ﹤0.01%
138
734
$9.82K ﹤0.01%
280
735
$9.75K ﹤0.01%
145
736
$9.74K ﹤0.01%
400
737
$9.73K ﹤0.01%
70
738
$9.7K ﹤0.01%
200
739
$9.68K ﹤0.01%
1,500
740
$9.39K ﹤0.01%
740
741
$9.36K ﹤0.01%
258
742
$9.36K ﹤0.01%
194
+14
743
$9.2K ﹤0.01%
200
744
$9.2K ﹤0.01%
555
745
$9.19K ﹤0.01%
55
746
$9.14K ﹤0.01%
200
747
$9.12K ﹤0.01%
300
748
$9.1K ﹤0.01%
1,200
749
$9K ﹤0.01%
274
750
$8.95K ﹤0.01%
2,110