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
676
$13.8K ﹤0.01%
344
677
$13.8K ﹤0.01%
264
678
$13.8K ﹤0.01%
200
679
$13.7K ﹤0.01%
+295
680
$13.7K ﹤0.01%
335
681
$13.6K ﹤0.01%
600
682
$13.3K ﹤0.01%
848
683
$13.2K ﹤0.01%
140
+102
684
$13.1K ﹤0.01%
185
-70
685
$13.1K ﹤0.01%
67
686
$13.1K ﹤0.01%
333
687
$13.1K ﹤0.01%
150
688
$13K ﹤0.01%
465
689
$13K ﹤0.01%
2,214
-48
690
$12.9K ﹤0.01%
194
691
$12.8K ﹤0.01%
200
692
$12.5K ﹤0.01%
100
693
$12.4K ﹤0.01%
250
-200
694
$12.4K ﹤0.01%
378
695
$12.1K ﹤0.01%
140
696
$12K ﹤0.01%
+175
697
$11.8K ﹤0.01%
145
698
$11.7K ﹤0.01%
200
699
$11.6K ﹤0.01%
250
-91
700
$11.5K ﹤0.01%
150
26 27
28
29 30