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
76
$2.41M 0.35%
9,744
+205
77
$2.4M 0.35%
77,029
+944
78
$2.36M 0.34%
4,929
+115
79
$2.34M 0.34%
12,411
-409
80
$2.33M 0.34%
37,492
+476
81
$2.21M 0.32%
21,033
-150
82
$2.18M 0.32%
23,572
-2,450
83
$2.16M 0.31%
51,270
-375
84
$2.08M 0.3%
48,707
-1,340
85
$2.05M 0.3%
11,071
+163
86
$2.03M 0.29%
10,318
-71
87
$2.01M 0.29%
8,177
-66
88
$2M 0.29%
9,922
+168
89
$1.99M 0.29%
51,305
-1,400
90
$1.98M 0.29%
101,456
-6,974
91
$1.9M 0.28%
14,033
+147
92
$1.89M 0.27%
68,024
+30,527
93
$1.87M 0.27%
46,224
+1,323
94
$1.87M 0.27%
10,476
-1,559
95
$1.85M 0.27%
8,246
-232
96
$1.84M 0.27%
4,867
-364
97
$1.83M 0.27%
27,372
+224
98
$1.8M 0.26%
60,526
+35,274
99
$1.8M 0.26%
18,644
-588
100
$1.78M 0.26%
46,890
+1,788
2 3
4
5 6