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
401
$132K 0.02%
1,175
402
$131K 0.02%
2,760
-260
403
$127K 0.02%
2,065
-898
404
$127K 0.02%
510
-614
405
$124K 0.02%
4,627
-161
406
$121K 0.02%
564
-115
407
$121K 0.02%
3,514
-500
408
$120K 0.02%
1,062
+7
409
$119K 0.02%
10,000
410
$118K 0.02%
8,211
+5,711
411
$118K 0.02%
1,120
412
$116K 0.02%
1,891
413
$116K 0.02%
307
-25
414
$116K 0.02%
11,418
-7,200
415
$114K 0.02%
12,009
-517
416
$114K 0.02%
6,161
417
$114K 0.02%
37,400
-12,800
418
$113K 0.02%
830
-6
419
$112K 0.02%
760
-125
420
$111K 0.02%
2,867
421
$109K 0.02%
1,764
+318
422
$109K 0.02%
850
423
$108K 0.02%
75
424
$108K 0.02%
10,205
-1,295
425
$107K 0.02%
730
15 16
17
18 19