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
326
$219K 0.03%
15,500
327
$218K 0.03%
15,437
+11
328
$214K 0.03%
5,100
329
$210K 0.03%
2,200
330
$210K 0.03%
8,575
+3
331
$209K 0.03%
2,800
-175
332
$205K 0.03%
1,995
+255
333
$205K 0.03%
2,615
334
$204K 0.03%
4,016
-1,722
335
$200K 0.03%
12,400
336
$200K 0.03%
4,295
-1,650
337
$199K 0.03%
4,800
-45
338
$197K 0.03%
1,000
339
$195K 0.03%
1,503
340
$195K 0.03%
3,893
+30
341
$194K 0.03%
3,870
-15
342
$194K 0.03%
2,275
-50
343
$193K 0.03%
891
-259
344
$192K 0.03%
2,359
-8,100
345
$188K 0.03%
813
-230
346
$188K 0.03%
775
347
$187K 0.03%
1,190
-400
348
$185K 0.03%
5,000
349
$184K 0.03%
2,685
+150
350
$181K 0.03%
8,235
+93
12 13
14
15 16