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
351
$180K 0.03%
624
+614
352
$179K 0.03%
875
353
$175K 0.03%
3,080
-200
354
$173K 0.02%
2,244
+524
355
$171K 0.02%
367
356
$170K 0.02%
1,470
-450
357
$169K 0.02%
4,572
358
$169K 0.02%
3,055
359
$169K 0.02%
2,639
360
$167K 0.02%
5,400
361
$167K 0.02%
1,907
362
$165K 0.02%
1,663
363
$164K 0.02%
301
-40
364
$164K 0.02%
10,250
-530
365
$164K 0.02%
14,066
366
$162K 0.02%
4,657
-48
367
$161K 0.02%
929
+2
368
$158K 0.02%
1,237
369
$158K 0.02%
3,000
370
$158K 0.02%
1,800
371
$156K 0.02%
2,416
-696
372
$156K 0.02%
462
373
$156K 0.02%
1,227
374
$154K 0.02%
1,794
375
$154K 0.02%
3,946
+111
13 14
15
16 17