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
276
$314K 0.05%
4,236
-250
277
$312K 0.04%
2,129
+150
278
$312K 0.04%
7,993
+1,261
279
$308K 0.04%
13,000
280
$305K 0.04%
1,199
-7
281
$300K 0.04%
3,650
282
$299K 0.04%
15,800
-340
283
$293K 0.04%
7,500
284
$291K 0.04%
13,209
285
$285K 0.04%
9,700
286
$284K 0.04%
2,580
-15
287
$283K 0.04%
3,875
-50
288
$282K 0.04%
1,279
+32
289
$279K 0.04%
786
-54
290
$279K 0.04%
6,250
291
$276K 0.04%
1,815
-499
292
$274K 0.04%
1,832
293
$272K 0.04%
22,567
294
$271K 0.04%
1,596
+55
295
$269K 0.04%
1,498
-32
296
$267K 0.04%
1,425
-85
297
$266K 0.04%
5,010
298
$265K 0.04%
2,530
-370
299
$265K 0.04%
1,727
-325
300
$259K 0.04%
7,934
+300
10 11
12
13 14