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
151
$976K 0.14%
4,040
-26
152
$973K 0.14%
26,078
+1,096
153
$972K 0.14%
21,490
+45
154
$965K 0.14%
23,144
-57
155
$965K 0.14%
6,832
-75
156
$961K 0.14%
3,647
+199
157
$951K 0.14%
11,050
158
$948K 0.14%
29,487
+600
159
$935K 0.14%
8,341
160
$918K 0.13%
5,035
-112
161
$905K 0.13%
18,442
-1,350
162
$903K 0.13%
3,320
163
$901K 0.13%
36,985
+200
164
$866K 0.13%
13,592
+29
165
$858K 0.12%
3,822
+267
166
$841K 0.12%
14,200
167
$841K 0.12%
11,320
+811
168
$837K 0.12%
16,752
-19
169
$826K 0.12%
14,824
170
$806K 0.12%
2,092
+29
171
$796K 0.12%
22,142
-375
172
$795K 0.12%
11,390
+1,309
173
$779K 0.11%
6,888
-490
174
$772K 0.11%
7,785
175
$771K 0.11%
5,641
5 6
7
8 9