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
526
$49.8K 0.01%
1,000
527
$49.3K 0.01%
1,000
528
$48.8K 0.01%
340
529
$48.6K 0.01%
4,000
-1,120
530
$48.1K 0.01%
800
531
$47.5K 0.01%
200
532
$46.9K 0.01%
668
-29
533
$46.6K 0.01%
650
534
$46.4K 0.01%
4,173
-228
535
$45.8K 0.01%
1,000
536
$45.3K 0.01%
1,440
537
$45K 0.01%
350
538
$44.3K 0.01%
100
539
$43.6K 0.01%
4,200
540
$43.2K 0.01%
669
+87
541
$43.1K 0.01%
514
542
$43.1K 0.01%
155
543
$43K 0.01%
1,440
-300
544
$42.4K 0.01%
448
545
$42.4K 0.01%
930
546
$41.7K 0.01%
248
547
$41.7K 0.01%
1,169
548
$41K 0.01%
600
549
$40.8K 0.01%
+3,100
550
$40.5K 0.01%
325
20 21
22
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