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
551
$40.4K 0.01%
216
-100
552
$40.3K 0.01%
550
-135
553
$40K 0.01%
571
+311
554
$40K 0.01%
61
555
$39.4K 0.01%
2,296
+2,000
556
$39.2K 0.01%
462
557
$38.5K 0.01%
1,602
558
$38.3K 0.01%
363
-341
559
$38.2K 0.01%
325
-48
560
$38.1K 0.01%
2,257
+22
561
$37.7K 0.01%
215
562
$37.7K 0.01%
1,983
-954
563
$37.4K 0.01%
610
564
$37.3K 0.01%
500
565
$37.1K 0.01%
1,436
-126
566
$35.9K 0.01%
170
567
$35.7K 0.01%
1,121
568
$35.1K 0.01%
1,461
+1
569
$34.7K 0.01%
2,500
570
$34.6K 0.01%
3,000
-1,500
571
$34.4K ﹤0.01%
1,417
572
$34.2K ﹤0.01%
1,900
573
$33.9K ﹤0.01%
501
574
$33.7K ﹤0.01%
960
575
$33.7K ﹤0.01%
+2,000
21 22
23
24 25