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
851
$3.5K ﹤0.01%
80
852
$3.5K ﹤0.01%
65
-45
853
$3.49K ﹤0.01%
200
854
$3.49K ﹤0.01%
100
855
$3.48K ﹤0.01%
126
856
$3.46K ﹤0.01%
9
857
$3.43K ﹤0.01%
20
858
$3.36K ﹤0.01%
150
859
$3.24K ﹤0.01%
+128
860
$3.08K ﹤0.01%
250
861
$3.01K ﹤0.01%
50
862
$2.96K ﹤0.01%
15
863
$2.88K ﹤0.01%
103
864
$2.88K ﹤0.01%
22
865
$2.87K ﹤0.01%
39
866
$2.84K ﹤0.01%
52
867
$2.82K ﹤0.01%
10
868
$2.81K ﹤0.01%
50
869
$2.74K ﹤0.01%
+40
870
$2.74K ﹤0.01%
215
871
$2.74K ﹤0.01%
26
872
$2.64K ﹤0.01%
100
873
$2.64K ﹤0.01%
67
874
$2.64K ﹤0.01%
+40
875
$2.61K ﹤0.01%
52
33 34
35
36 37