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
651
$19.1K ﹤0.01%
214
652
$18.9K ﹤0.01%
405
653
$18.6K ﹤0.01%
325
-55
654
$18.1K ﹤0.01%
551
655
$17.8K ﹤0.01%
908
656
$17.7K ﹤0.01%
1,000
657
$17.5K ﹤0.01%
259
658
$17.4K ﹤0.01%
100
659
$17.3K ﹤0.01%
200
660
$16.9K ﹤0.01%
200
-68
661
$16.9K ﹤0.01%
300
662
$16.8K ﹤0.01%
60
663
$16.7K ﹤0.01%
285
664
$16.4K ﹤0.01%
250
665
$16.4K ﹤0.01%
50
666
$16.3K ﹤0.01%
5,000
667
$16.1K ﹤0.01%
1,000
668
$16K ﹤0.01%
249
669
$15.6K ﹤0.01%
268
670
$15.4K ﹤0.01%
60
671
$15.1K ﹤0.01%
50
672
$15.1K ﹤0.01%
1,000
673
$14.8K ﹤0.01%
621
674
$14K ﹤0.01%
231
+2
675
$13.9K ﹤0.01%
400