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
776
$5.61K ﹤0.01%
20
777
$5.54K ﹤0.01%
405
+200
778
$5.45K ﹤0.01%
200
779
$5.43K ﹤0.01%
41
780
$5.41K ﹤0.01%
629
+5
781
$5.4K ﹤0.01%
263
782
$5.36K ﹤0.01%
150
783
$5.33K ﹤0.01%
52
784
$5.31K ﹤0.01%
102
-700
785
$5.28K ﹤0.01%
+646
786
$5.28K ﹤0.01%
+385
787
$5.25K ﹤0.01%
80
788
$5.24K ﹤0.01%
310
789
$5.16K ﹤0.01%
50
790
$5.14K ﹤0.01%
350
791
$5.14K ﹤0.01%
50
792
$5.08K ﹤0.01%
422
793
$5.04K ﹤0.01%
45
794
$4.98K ﹤0.01%
57
795
$4.95K ﹤0.01%
174
-100
796
$4.94K ﹤0.01%
100
797
$4.89K ﹤0.01%
50
798
$4.88K ﹤0.01%
150
799
$4.88K ﹤0.01%
1,489
800
$4.88K ﹤0.01%
145