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
$697M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.58M
3
+$1.55M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$603K
5
ENB icon
Enbridge
ENB
+$565K

Top Sells

1
+$1.71M
2
+$1.35M
3
+$881K
4
UNH icon
UnitedHealth
UNH
+$852K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$658K

Sector Composition

1 Healthcare 14.81%
2 Technology 12.44%
3 Financials 11.02%
4 Industrials 8.59%
5 Consumer Staples 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$503K 0.07%
10,064
-1,600
227
$501K 0.07%
6,463
-1,756
228
$501K 0.07%
2,725
-85
229
$498K 0.07%
12,049
+486
230
$492K 0.07%
3,000
231
$485K 0.07%
12,750
+593
232
$476K 0.07%
4,580
+50
233
$475K 0.07%
6,395
-2,825
234
$475K 0.07%
25,081
+12,420
235
$471K 0.07%
7,177
236
$468K 0.07%
4,111
+100
237
$439K 0.06%
3,753
-347
238
$436K 0.06%
2,315
-375
239
$431K 0.06%
5,286
240
$430K 0.06%
9,978
241
$421K 0.06%
2,540
242
$421K 0.06%
9,201
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243
$413K 0.06%
7,985
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244
$412K 0.06%
1,923
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245
$409K 0.06%
6,240
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246
$403K 0.06%
7,083
-100
247
$400K 0.06%
13,350
248
$397K 0.06%
13,850
-200
249
$394K 0.06%
26,388
250
$393K 0.06%
13,250
8 9
10
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