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
451
$90.1K 0.01%
929
+746
452
$88.9K 0.01%
1,480
453
$87.6K 0.01%
1,175
454
$86.3K 0.01%
990
455
$86.2K 0.01%
7,572
456
$84.3K 0.01%
3,615
457
$83.4K 0.01%
3,430
+3,350
458
$81.4K 0.01%
+3,334
459
$81.3K 0.01%
2,312
+1
460
$79.6K 0.01%
968
+8
461
$77.1K 0.01%
875
-919
462
$76.6K 0.01%
2,495
463
$76.4K 0.01%
2,770
+100
464
$75.5K 0.01%
1,826
-1,355
465
$75.2K 0.01%
750
-350
466
$74.7K 0.01%
1,616
+9
467
$74.7K 0.01%
450
468
$73.8K 0.01%
2,319
-700
469
$70.7K 0.01%
50
470
$70.4K 0.01%
1,317
471
$69.4K 0.01%
5,981
472
$68.9K 0.01%
2,025
473
$68.3K 0.01%
735
-205
474
$67.8K 0.01%
23,000
475
$67.7K 0.01%
1,476