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
1
$22.3M 3.24%
86,933
-295
2
$18.6M 2.7%
94,591
-1,051
3
$15M 2.18%
109,869
-941
4
$12.5M 1.81%
81,464
+787
5
$12.3M 1.78%
826,203
+18,264
6
$12.3M 1.78%
69,253
+629
7
$11.7M 1.69%
41,593
-667
8
$10.2M 1.48%
133,722
-10,236
9
$9.97M 1.45%
91,200
+120
10
$9.92M 1.44%
478,238
+204,606
11
$9.86M 1.43%
353,392
-98,272
12
$9.81M 1.42%
53,727
+1,033
13
$9.4M 1.36%
448,571
+182,202
14
$9.24M 1.34%
451,856
+213,318
15
$8.5M 1.23%
26,037
+262
16
$8.41M 1.22%
98,175
-194
17
$8.31M 1.21%
16,184
-523
18
$8.24M 1.2%
157,228
-367
19
$7.78M 1.13%
36,490
+86
20
$7.65M 1.11%
71,354
+377
21
$7.48M 1.09%
27,395
+676
22
$7.04M 1.02%
77,238
+40
23
$6.98M 1.01%
39,935
+312
24
$6.51M 0.94%
103,493
+417
25
$6.19M 0.9%
27,315
+595
1
2 3 4 5