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
726
$9.6K ﹤0.01%
1,200
727
$9.39K ﹤0.01%
258
728
$9.38K ﹤0.01%
300
729
$9.36K ﹤0.01%
1,500
730
$9.31K ﹤0.01%
150
731
$9.08K ﹤0.01%
400
732
$9.05K ﹤0.01%
1,048
+10
733
$9.01K ﹤0.01%
200
734
$9.01K ﹤0.01%
400
735
$8.99K ﹤0.01%
109
736
$8.98K ﹤0.01%
740
737
$8.95K ﹤0.01%
200
738
$8.91K ﹤0.01%
250
-496
739
$8.88K ﹤0.01%
280
740
$8.85K ﹤0.01%
400
741
$8.84K ﹤0.01%
400
742
$8.62K ﹤0.01%
26
743
$8.61K ﹤0.01%
55
744
$8.55K ﹤0.01%
100
-19
745
$8.34K ﹤0.01%
1,026
+7
746
$8.2K ﹤0.01%
139
747
$8.13K ﹤0.01%
400
748
$8.05K ﹤0.01%
+72
749
$8.05K ﹤0.01%
1,000
750
$7.99K ﹤0.01%
175