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
901
$1.74K ﹤0.01%
25
902
$1.72K ﹤0.01%
50
903
$1.64K ﹤0.01%
30
904
$1.6K ﹤0.01%
1,500
905
$1.59K ﹤0.01%
100
906
$1.51K ﹤0.01%
45
907
$1.51K ﹤0.01%
15
908
$1.5K ﹤0.01%
112
909
$1.49K ﹤0.01%
300
910
$1.48K ﹤0.01%
50
911
$1.45K ﹤0.01%
38
912
$1.44K ﹤0.01%
54
913
$1.41K ﹤0.01%
32
914
$1.41K ﹤0.01%
3
915
$1.38K ﹤0.01%
29
916
$1.36K ﹤0.01%
139
-15
917
$1.35K ﹤0.01%
13
918
$1.34K ﹤0.01%
52
+6
919
$1.34K ﹤0.01%
49
920
$1.28K ﹤0.01%
40
921
$1.27K ﹤0.01%
21
922
$1.23K ﹤0.01%
55
923
$1.22K ﹤0.01%
12
924
$1.22K ﹤0.01%
33
925
$1.2K ﹤0.01%
65
35 36
37
38 39