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
501
$55.9K 0.01%
2,900
502
$55.4K 0.01%
1,000
-100
503
$55.4K 0.01%
1,586
504
$55.3K 0.01%
10,510
505
$55.1K 0.01%
1,454
+1
506
$54.5K 0.01%
2,065
507
$54.2K 0.01%
586
508
$54.2K 0.01%
578
509
$53.8K 0.01%
438
510
$53.7K 0.01%
1,754
+2
511
$53.5K 0.01%
625
-100
512
$53.3K 0.01%
1,100
-100
513
$53.2K 0.01%
705
514
$52.8K 0.01%
314
515
$52.5K 0.01%
5,000
516
$52.4K 0.01%
1,875
+134
517
$52K 0.01%
247
518
$52K 0.01%
1,750
519
$51.9K 0.01%
1,573
-450
520
$51.9K 0.01%
1,274
521
$51.6K 0.01%
431
522
$51.6K 0.01%
944
-18
523
$51.3K 0.01%
4,575
524
$51K 0.01%
722
525
$50.8K 0.01%
393
+317
19 20
21
22 23