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
376
$154K 0.02%
750
-275
377
$153K 0.02%
+1,320
378
$153K 0.02%
1,104
379
$150K 0.02%
1,100
380
$150K 0.02%
375
381
$149K 0.02%
851
382
$149K 0.02%
2,080
383
$147K 0.02%
6,962
+19
384
$147K 0.02%
6,925
385
$146K 0.02%
1,964
-839
386
$146K 0.02%
3,350
+3,150
387
$145K 0.02%
1,445
-25
388
$143K 0.02%
6,644
389
$143K 0.02%
12,705
-987
390
$143K 0.02%
1,984
-32
391
$142K 0.02%
2,350
392
$141K 0.02%
1,337
393
$140K 0.02%
1,910
394
$140K 0.02%
10,072
-400
395
$139K 0.02%
4,238
396
$137K 0.02%
1,237
397
$137K 0.02%
7,075
398
$137K 0.02%
4,500
399
$136K 0.02%
+4,735
400
$134K 0.02%
2,877
+1,225
14 15
16
17 18