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
926
$1.17K ﹤0.01%
71
927
$1.14K ﹤0.01%
20
928
$1.14K ﹤0.01%
200
929
$1.14K ﹤0.01%
10
930
$1.13K ﹤0.01%
25
-225
931
$1.12K ﹤0.01%
50
932
$1.12K ﹤0.01%
275
933
$1.06K ﹤0.01%
50
934
$1.04K ﹤0.01%
40
935
$1.01K ﹤0.01%
16
936
$970 ﹤0.01%
500
-500
937
$954 ﹤0.01%
211
938
$939 ﹤0.01%
50
939
$936 ﹤0.01%
33
940
$928 ﹤0.01%
13
941
$917 ﹤0.01%
26
942
$877 ﹤0.01%
22
943
$824 ﹤0.01%
15
944
$806 ﹤0.01%
188
-4
945
$760 ﹤0.01%
30
946
$749 ﹤0.01%
7
947
$737 ﹤0.01%
14
948
$711 ﹤0.01%
50
949
$669 ﹤0.01%
61
950
$586 ﹤0.01%
60
36 37
38
39 40