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
426
$107K 0.02%
368
-15
427
$107K 0.02%
3,929
+4
428
$107K 0.02%
759
-10
429
$107K 0.02%
1,725
430
$105K 0.02%
2,250
-141
431
$104K 0.02%
4,330
432
$104K 0.02%
8,000
-4,000
433
$104K 0.02%
320
-75
434
$103K 0.01%
1,641
435
$103K 0.01%
2,542
+542
436
$101K 0.01%
1,760
437
$101K 0.01%
5,532
438
$101K 0.01%
2,840
-398
439
$100K 0.01%
389
-350
440
$100K 0.01%
950
441
$97.6K 0.01%
254
+5
442
$97.4K 0.01%
3,600
+1
443
$94.8K 0.01%
3,577
+2
444
$93.9K 0.01%
1,500
445
$92.5K 0.01%
681
-6
446
$92.5K 0.01%
1,425
447
$92K 0.01%
1,500
448
$91.6K 0.01%
1,827
449
$91.5K 0.01%
13,456
+64
450
$90.7K 0.01%
1,106
16 17
18
19 20