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
476
$67.2K 0.01%
2,300
477
$66.9K 0.01%
681
478
$66.8K 0.01%
197
479
$65.7K 0.01%
1,000
480
$65K 0.01%
784
-32
481
$64K 0.01%
1,000
482
$63K 0.01%
1,000
483
$62.4K 0.01%
3,500
484
$62.1K 0.01%
1,380
-100
485
$61.7K 0.01%
1,783
486
$61.5K 0.01%
475
-1,825
487
$61.4K 0.01%
733
+1
488
$61K 0.01%
267
489
$61K 0.01%
5,050
490
$60.6K 0.01%
335
491
$60.6K 0.01%
487
-148
492
$60.3K 0.01%
2,150
-250
493
$60K 0.01%
800
494
$59.4K 0.01%
+1,500
495
$58.8K 0.01%
927
-14
496
$58.7K 0.01%
144
497
$57.9K 0.01%
675
498
$57.6K 0.01%
3,222
-1,110
499
$56.2K 0.01%
625
+400
500
$56K 0.01%
795
-165
18 19
20
21 22