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
876
$2.6K ﹤0.01%
50
877
$2.57K ﹤0.01%
40
878
$2.48K ﹤0.01%
5
879
$2.47K ﹤0.01%
94
880
$2.45K ﹤0.01%
220
881
$2.4K ﹤0.01%
100
882
$2.31K ﹤0.01%
20
883
$2.28K ﹤0.01%
251
+118
884
$2.22K ﹤0.01%
200
885
$2.19K ﹤0.01%
50
886
$2.17K ﹤0.01%
50
887
$2.16K ﹤0.01%
32
888
$2.14K ﹤0.01%
35
889
$2.09K ﹤0.01%
15
890
$1.98K ﹤0.01%
80
891
$1.95K ﹤0.01%
10
892
$1.95K ﹤0.01%
86
893
$1.9K ﹤0.01%
100
894
$1.9K ﹤0.01%
25
895
$1.88K ﹤0.01%
191
896
$1.85K ﹤0.01%
166
897
$1.81K ﹤0.01%
80
898
$1.77K ﹤0.01%
30
899
$1.76K ﹤0.01%
25
900
$1.74K ﹤0.01%
101
34 35
36
37 38