AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
951
$573 ﹤0.01%
10
-75
952
$493 ﹤0.01%
30
953
$451 ﹤0.01%
11
954
$439 ﹤0.01%
50
955
$385 ﹤0.01%
18
956
$247 ﹤0.01%
17
957
$242 ﹤0.01%
9
958
$223 ﹤0.01%
79
959
$183 ﹤0.01%
50
960
$134 ﹤0.01%
5
-3
961
$40 ﹤0.01%
12
-1
962
$10 ﹤0.01%
1
963
– –
-10
964
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-44
965
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-3
966
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-277
967
– –
-2,550
968
– –
-785
969
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-50
970
– –
-592
971
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-200
972
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-20
973
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-350
974
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-26
975
– –
-82
37 38
39
40 41