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
26
$6M 0.86%
7,918
27
$5.72M 0.82%
52,111
-1,479
28
$5.63M 0.81%
37,151
+255
29
$5.63M 0.81%
17,809
-450
30
$5.6M 0.8%
31,193
-702
31
$5.47M 0.78%
62,993
+453
32
$5.43M 0.78%
138,971
+14,440
33
$5.05M 0.72%
32,187
-349
34
$5M 0.72%
69,987
+1,304
35
$4.9M 0.7%
13,399
-501
36
$4.87M 0.7%
14,479
-270
37
$4.77M 0.68%
57,674
+19,124
38
$4.61M 0.66%
13,130
+344
39
$4.61M 0.66%
8,365
+447
40
$4.58M 0.66%
79,215
+2,800
41
$4.5M 0.65%
25,972
-784
42
$4.48M 0.64%
85,210
+7,130
43
$4.27M 0.61%
108,286
-4,720
44
$4.22M 0.6%
47,811
+3,889
45
$4.06M 0.58%
22,480
+1,183
46
$4.05M 0.58%
115,773
+1,597
47
$4.04M 0.58%
80,690
+1,983
48
$4.01M 0.57%
47,719
+4,134
49
$3.92M 0.56%
50,448
+3,930
50
$3.84M 0.55%
15,477
+502
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