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
701
$11.3K ﹤0.01%
500
702
$11.2K ﹤0.01%
357
-158
703
$11.2K ﹤0.01%
500
704
$11.1K ﹤0.01%
40
-40
705
$11K ﹤0.01%
4,000
706
$10.9K ﹤0.01%
64
707
$10.9K ﹤0.01%
148
708
$10.8K ﹤0.01%
1,000
709
$10.7K ﹤0.01%
1,200
710
$10.6K ﹤0.01%
210
+8
711
$10.6K ﹤0.01%
138
712
$10.4K ﹤0.01%
1,000
713
$10.4K ﹤0.01%
50
714
$10.4K ﹤0.01%
317
715
$10.4K ﹤0.01%
47
716
$10.3K ﹤0.01%
225
717
$10.2K ﹤0.01%
1,000
718
$10.2K ﹤0.01%
1,962
+7
719
$10K ﹤0.01%
70
720
$9.92K ﹤0.01%
150
721
$9.92K ﹤0.01%
200
722
$9.83K ﹤0.01%
270
723
$9.72K ﹤0.01%
300
724
$9.69K ﹤0.01%
249
725
$9.65K ﹤0.01%
202