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
51
$3.83M 0.55%
15,552
+30
52
$3.66M 0.52%
27,265
-831
53
$3.63M 0.52%
137,349
-13,562
54
$3.58M 0.51%
27,725
+395
55
$3.54M 0.51%
43,310
-6,252
56
$3.48M 0.5%
37,434
-41
57
$3.39M 0.49%
30,845
-88
58
$3.39M 0.49%
14,191
+507
59
$3.38M 0.49%
33,429
+752
60
$3.33M 0.48%
14,034
+26
61
$3.26M 0.47%
32,275
+2,563
62
$3.2M 0.46%
8,519
+50
63
$3.16M 0.45%
73,362
+8,254
64
$3.03M 0.44%
8,727
+53
65
$2.93M 0.42%
94,531
-5,748
66
$2.87M 0.41%
11,741
-309
67
$2.83M 0.41%
119,489
-4,744
68
$2.82M 0.4%
85,202
-924
69
$2.81M 0.4%
46,281
+495
70
$2.71M 0.39%
10,275
+954
71
$2.68M 0.38%
43,691
-5,553
72
$2.65M 0.38%
41,722
+457
73
$2.59M 0.37%
30,932
-734
74
$2.55M 0.37%
45,315
-5,955
75
$2.53M 0.36%
79,222
-2,341
1 2
3
4 5