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
176
$761K 0.11%
28,020
-4,000
177
$757K 0.11%
9,857
-65
178
$738K 0.11%
8,222
+111
179
$733K 0.11%
12,917
-214
180
$726K 0.11%
8,584
181
$718K 0.1%
2,804
+249
182
$716K 0.1%
9,220
-430
183
$710K 0.1%
2,953
-85
184
$710K 0.1%
45,146
+54
185
$703K 0.1%
10,421
-1,677
186
$696K 0.1%
5,494
187
$688K 0.1%
8,482
-43
188
$675K 0.1%
1,109
-39
189
$670K 0.1%
4,299
190
$663K 0.1%
15,455
-36
191
$651K 0.09%
11,782
+1,625
192
$647K 0.09%
4,205
193
$633K 0.09%
1,323
194
$623K 0.09%
6,126
-260
195
$623K 0.09%
2,672
-150
196
$616K 0.09%
2,930
-59
197
$615K 0.09%
6,638
-945
198
$614K 0.09%
66,853
199
$613K 0.09%
5,208
+368
200
$611K 0.09%
4,077
+433
6 7
8
9 10