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
101
$1.77M 0.26%
18,380
+815
102
$1.71M 0.25%
10,664
+19
103
$1.7M 0.25%
3,957
-199
104
$1.68M 0.24%
13,140
+453
105
$1.68M 0.24%
49,403
106
$1.68M 0.24%
10,929
+417
107
$1.66M 0.24%
98,974
+1,006
108
$1.65M 0.24%
3,526
-72
109
$1.64M 0.24%
17,981
-450
110
$1.63M 0.24%
9,964
+599
111
$1.62M 0.24%
4,821
+254
112
$1.6M 0.23%
20,975
-1,082
113
$1.6M 0.23%
14,022
-200
114
$1.57M 0.23%
3,263
+61
115
$1.56M 0.23%
20,186
+1,345
116
$1.53M 0.22%
19,864
-68
117
$1.52M 0.22%
10,992
+433
118
$1.52M 0.22%
4,991
-100
119
$1.5M 0.22%
18,169
120
$1.48M 0.22%
690
+10
121
$1.47M 0.21%
8,335
-33
122
$1.47M 0.21%
6,026
-269
123
$1.44M 0.21%
18,144
-1,588
124
$1.42M 0.21%
13,138
+933
125
$1.38M 0.2%
9,755
-159
3 4
5
6 7