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
251
$392K 0.06%
3,740
+1,026
252
$389K 0.06%
29,532
+35
253
$387K 0.06%
2,526
+202
254
$382K 0.05%
2,725
255
$379K 0.05%
11,079
+2,077
256
$370K 0.05%
12,000
257
$367K 0.05%
1,731
+417
258
$365K 0.05%
7,646
259
$365K 0.05%
4,091
+1
260
$358K 0.05%
8,520
-530
261
$358K 0.05%
162,500
-3,000
262
$354K 0.05%
4,205
-310
263
$352K 0.05%
1,652
+218
264
$352K 0.05%
1,170
265
$344K 0.05%
797
266
$343K 0.05%
5,840
-195
267
$337K 0.05%
3,963
-1,808
268
$333K 0.05%
4,650
-425
269
$332K 0.05%
7,410
-780
270
$330K 0.05%
850
+159
271
$329K 0.05%
3,313
-241
272
$327K 0.05%
2,465
-135
273
$317K 0.05%
3,519
274
$316K 0.05%
6,943
275
$315K 0.05%
2,387
9 10
11
12 13