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
601
$27.2K ﹤0.01%
533
602
$26.7K ﹤0.01%
1,750
603
$26.6K ﹤0.01%
182
+156
604
$26.4K ﹤0.01%
+20,000
605
$26.4K ﹤0.01%
800
606
$26.4K ﹤0.01%
165
607
$26.2K ﹤0.01%
386
-3
608
$26K ﹤0.01%
400
609
$25.9K ﹤0.01%
1,500
610
$25.4K ﹤0.01%
+800
611
$25.1K ﹤0.01%
429
612
$25K ﹤0.01%
2,226
613
$24.8K ﹤0.01%
570
614
$24.8K ﹤0.01%
345
615
$24.5K ﹤0.01%
315
616
$24.1K ﹤0.01%
333
617
$24K ﹤0.01%
400
618
$24K ﹤0.01%
273
619
$23.7K ﹤0.01%
252
620
$23.5K ﹤0.01%
400
621
$23.2K ﹤0.01%
1,375
622
$23K ﹤0.01%
143
-100
623
$22.9K ﹤0.01%
1,000
624
$22.7K ﹤0.01%
226
+15
625
$22.5K ﹤0.01%
+500