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
826
$4.38K ﹤0.01%
53
827
$4.37K ﹤0.01%
50
828
$4.36K ﹤0.01%
86
829
$4.36K ﹤0.01%
25
830
$4.29K ﹤0.01%
25
+1
831
$4.27K ﹤0.01%
50
832
$4.23K ﹤0.01%
80
833
$4.2K ﹤0.01%
133
+25
834
$4.14K ﹤0.01%
100
835
$4.13K ﹤0.01%
250
-100
836
$4.12K ﹤0.01%
500
837
$4.12K ﹤0.01%
84
838
$4.07K ﹤0.01%
54
839
$3.97K ﹤0.01%
49
840
$3.94K ﹤0.01%
66
841
$3.93K ﹤0.01%
13
842
$3.92K ﹤0.01%
106
843
$3.89K ﹤0.01%
100
844
$3.88K ﹤0.01%
57
845
$3.88K ﹤0.01%
118
846
$3.74K ﹤0.01%
205
+200
847
$3.66K ﹤0.01%
250
848
$3.64K ﹤0.01%
46
849
$3.55K ﹤0.01%
+26
850
$3.52K ﹤0.01%
35
32 33
34
35 36