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
751
$7.97K ﹤0.01%
218
752
$7.79K ﹤0.01%
350
753
$7.73K ﹤0.01%
740
754
$7.7K ﹤0.01%
900
755
$7.24K ﹤0.01%
+120
756
$7.21K ﹤0.01%
52
757
$7K ﹤0.01%
150
758
$6.87K ﹤0.01%
555
759
$6.86K ﹤0.01%
100
760
$6.56K ﹤0.01%
47
761
$6.54K ﹤0.01%
500
762
$6.5K ﹤0.01%
54
763
$6.43K ﹤0.01%
100
764
$6.38K ﹤0.01%
44
765
$6.33K ﹤0.01%
100
766
$6.27K ﹤0.01%
35
767
$6.27K ﹤0.01%
50
768
$6.16K ﹤0.01%
125
769
$6.09K ﹤0.01%
61
770
$5.91K ﹤0.01%
200
771
$5.85K ﹤0.01%
408
772
$5.77K ﹤0.01%
150
773
$5.77K ﹤0.01%
25
-16
774
$5.64K ﹤0.01%
500
775
$5.63K ﹤0.01%
64