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
576
$33.3K ﹤0.01%
2,700
577
$33K ﹤0.01%
189
578
$32.9K ﹤0.01%
+3,825
579
$32.7K ﹤0.01%
207
-116
580
$32.5K ﹤0.01%
2,073
-992
581
$32.4K ﹤0.01%
1,100
582
$32.3K ﹤0.01%
256
583
$31.8K ﹤0.01%
1,781
584
$31.7K ﹤0.01%
113
585
$31.6K ﹤0.01%
600
586
$31.6K ﹤0.01%
175
-40
587
$31.3K ﹤0.01%
1,090
-1,500
588
$31.3K ﹤0.01%
725
+700
589
$30.5K ﹤0.01%
250
590
$30.4K ﹤0.01%
363
591
$29.8K ﹤0.01%
+500
592
$29.7K ﹤0.01%
1,214
593
$29.5K ﹤0.01%
2,237
+23
594
$28.9K ﹤0.01%
2,570
595
$28.5K ﹤0.01%
361
+150
596
$28.1K ﹤0.01%
777
597
$27.8K ﹤0.01%
426
598
$27.4K ﹤0.01%
1,750
599
$27.3K ﹤0.01%
350
600
$27.3K ﹤0.01%
270
-72
22 23
24
25 26