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
201
$608K 0.09%
13,269
+1
202
$607K 0.09%
11,800
203
$604K 0.09%
5,306
204
$598K 0.09%
4,018
205
$590K 0.09%
9,344
+1,474
206
$577K 0.08%
6,259
207
$573K 0.08%
29,875
+990
208
$554K 0.08%
5,774
209
$553K 0.08%
4,266
+220
210
$553K 0.08%
7,975
211
$541K 0.08%
7,189
212
$538K 0.08%
910
+50
213
$535K 0.08%
13,102
-18,667
214
$532K 0.08%
3,964
215
$531K 0.08%
3,855
216
$517K 0.08%
1,725
+100
217
$515K 0.07%
11,201
-2,260
218
$513K 0.07%
4,230
-125
219
$511K 0.07%
4,619
220
$508K 0.07%
12,794
-117
221
$505K 0.07%
4,443
+1,192
222
$501K 0.07%
2,293
-130
223
$498K 0.07%
19,117
+1,007
224
$498K 0.07%
4,960
+939
225
$490K 0.07%
5,030
-100
7 8
9
10 11