We are live on ! Find out more
AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
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
+$4.39M
2
+$4.27M
3
+$3.83M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.62M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.11M

Top Sells

1
+$6.79M
2
+$4.12M
3
+$3.77M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$3.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.85M

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
976
– –
-74
977
– –
-100
978
– –
-1,200
979
– –
-100
980
– –
-574
981
– –
-45
982
– –
-382
983
– –
-8
984
– –
-65
985
– –
-750
986
– –
-650
987
– –
-400
988
– –
-10
989
– –
-44
990
– –
-3
991
– –
-85
992
– –
-16
993
– –
-15
994
– –
-1,135
995
– –
-200
996
– –
-167
997
– –
-200
998
– –
-400
999
– –
-3,175
1000
– –
-105
37 38 39
40
41