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
801
$5.25K ﹤0.01%
64
802
$5.24K ﹤0.01%
150
-87
803
$5.19K ﹤0.01%
200
804
$5.15K ﹤0.01%
200
805
$5.13K ﹤0.01%
52
806
$5.13K ﹤0.01%
157
807
$5.1K ﹤0.01%
+52
808
$5.08K ﹤0.01%
41
809
$5.04K ﹤0.01%
40
-135
810
$4.94K ﹤0.01%
100
811
$4.93K ﹤0.01%
150
812
$4.88K ﹤0.01%
276
813
$4.73K ﹤0.01%
50
814
$4.72K ﹤0.01%
40
815
$4.72K ﹤0.01%
81
816
$4.7K ﹤0.01%
150
817
$4.67K ﹤0.01%
46
818
$4.67K ﹤0.01%
27
819
$4.63K ﹤0.01%
50
820
$4.61K ﹤0.01%
145
821
$4.6K ﹤0.01%
125
822
$4.58K ﹤0.01%
320
823
$4.54K ﹤0.01%
50
824
$4.46K ﹤0.01%
141
825
$4.46K ﹤0.01%
58
31 32
33
34 35