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
626
$22.5K ﹤0.01%
275
627
$22.3K ﹤0.01%
136
628
$22.3K ﹤0.01%
446
-146
629
$22.1K ﹤0.01%
403
630
$22K ﹤0.01%
450
631
$22K ﹤0.01%
448
-204
632
$21.7K ﹤0.01%
75
633
$21.6K ﹤0.01%
2,000
634
$20.9K ﹤0.01%
243
+233
635
$20.9K ﹤0.01%
2,500
636
$20.8K ﹤0.01%
356
637
$20.7K ﹤0.01%
300
638
$20.6K ﹤0.01%
246
639
$20.5K ﹤0.01%
100
640
$20.4K ﹤0.01%
137
641
$20.4K ﹤0.01%
500
642
$20.3K ﹤0.01%
150
-52
643
$20.3K ﹤0.01%
650
644
$20.1K ﹤0.01%
800
645
$20K ﹤0.01%
2,000
646
$19.9K ﹤0.01%
169
647
$19.8K ﹤0.01%
93
+20
648
$19.7K ﹤0.01%
184
649
$19.7K ﹤0.01%
500
650
$19.4K ﹤0.01%
272
24 25
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