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
776
$7.09K ﹤0.01%
100
777
$7.01K ﹤0.01%
+44
778
$6.99K ﹤0.01%
1,026
779
$6.92K ﹤0.01%
200
780
$6.61K ﹤0.01%
1,489
781
$6.4K ﹤0.01%
+20
782
$6.35K ﹤0.01%
100
783
$6.33K ﹤0.01%
500
784
$6.16K ﹤0.01%
125
785
$6.05K ﹤0.01%
45
786
$6.01K ﹤0.01%
+500
787
$5.95K ﹤0.01%
550
788
$5.93K ﹤0.01%
35
789
$5.82K ﹤0.01%
115
790
$5.79K ﹤0.01%
263
-130
791
$5.77K ﹤0.01%
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792
$5.66K ﹤0.01%
50
793
$5.59K ﹤0.01%
310
794
$5.54K ﹤0.01%
621
+4
795
$5.49K ﹤0.01%
50
796
$5.46K ﹤0.01%
275
797
$5.44K ﹤0.01%
64
+30
798
$5.43K ﹤0.01%
422
799
$5.39K ﹤0.01%
104
800
$5.28K ﹤0.01%
46