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
751
$8.91K ﹤0.01%
200
752
$8.88K ﹤0.01%
400
753
$8.78K ﹤0.01%
400
754
$8.72K ﹤0.01%
500
755
$8.72K ﹤0.01%
400
756
$8.51K ﹤0.01%
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$8.41K ﹤0.01%
740
758
$8.39K ﹤0.01%
500
759
$8.39K ﹤0.01%
120
760
$8.25K ﹤0.01%
40
761
$8.25K ﹤0.01%
75
762
$8.21K ﹤0.01%
100
-385
763
$8K ﹤0.01%
26
764
$7.9K ﹤0.01%
150
765
$7.78K ﹤0.01%
408
766
$7.77K ﹤0.01%
148
767
$7.68K ﹤0.01%
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768
$7.61K ﹤0.01%
218
769
$7.54K ﹤0.01%
900
770
$7.54K ﹤0.01%
436
771
$7.34K ﹤0.01%
1,009
772
$7.22K ﹤0.01%
100
773
$7.17K ﹤0.01%
350
774
$7.15K ﹤0.01%
775
775
$7.1K ﹤0.01%
150