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
801
$4.78K ﹤0.01%
101
+1
802
$4.76K ﹤0.01%
27
803
$4.75K ﹤0.01%
100
804
$4.61K ﹤0.01%
320
805
$4.61K ﹤0.01%
500
806
$4.58K ﹤0.01%
46
807
$4.58K ﹤0.01%
150
808
$4.52K ﹤0.01%
86
809
$4.51K ﹤0.01%
58
810
$4.42K ﹤0.01%
550
811
$4.3K ﹤0.01%
69
812
$4.27K ﹤0.01%
250
813
$4.26K ﹤0.01%
50
814
$4.25K ﹤0.01%
455
-418
815
$4.25K ﹤0.01%
150
-500
816
$4.24K ﹤0.01%
250
817
$4.15K ﹤0.01%
50
818
$4.14K ﹤0.01%
104
819
$4.14K ﹤0.01%
123
820
$4.07K ﹤0.01%
100
821
$3.95K ﹤0.01%
61
822
$3.88K ﹤0.01%
25
823
$3.88K ﹤0.01%
71
-6,699
824
$3.85K ﹤0.01%
46
825
$3.81K ﹤0.01%
40
31 32
33
34 35