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
126
$1.37M 0.2%
65,156
-19,918
127
$1.36M 0.2%
56,940
+4,479
128
$1.35M 0.2%
121,525
129
$1.32M 0.19%
20,997
-896
130
$1.31M 0.19%
9,035
+571
131
$1.3M 0.19%
9,852
+652
132
$1.25M 0.18%
8,031
133
$1.25M 0.18%
22,572
134
$1.24M 0.18%
21,920
+625
135
$1.2M 0.17%
4,339
-371
136
$1.18M 0.17%
10,104
-400
137
$1.17M 0.17%
77,220
-1,270
138
$1.15M 0.17%
17,953
139
$1.14M 0.17%
14,190
-200
140
$1.13M 0.16%
5,097
141
$1.1M 0.16%
631
-62
142
$1.1M 0.16%
49,595
+2,002
143
$1.08M 0.16%
13,250
-645
144
$1.08M 0.16%
13,517
-329
145
$1.08M 0.16%
11,496
-200
146
$1.07M 0.16%
8,780
147
$1.06M 0.15%
9,054
+450
148
$1.04M 0.15%
11,438
+324
149
$1M 0.15%
30,342
-808
150
$996K 0.14%
3,352
+368
4 5
6
7 8