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
826
$3.8K ﹤0.01%
100
-620
827
$3.77K ﹤0.01%
133
828
$3.74K ﹤0.01%
100
829
$3.71K ﹤0.01%
50
830
$3.71K ﹤0.01%
125
-2,300
831
$3.7K ﹤0.01%
53
832
$3.69K ﹤0.01%
65
833
$3.69K ﹤0.01%
200
834
$3.68K ﹤0.01%
35
835
$3.62K ﹤0.01%
80
836
$3.57K ﹤0.01%
125
837
$3.57K ﹤0.01%
106
838
$3.43K ﹤0.01%
15
839
$3.33K ﹤0.01%
65
+54
840
$3.31K ﹤0.01%
140
-490
841
$3.25K ﹤0.01%
22
842
$3.22K ﹤0.01%
100
843
$3.18K ﹤0.01%
200
844
$3.18K ﹤0.01%
9
845
$3.15K ﹤0.01%
100
846
$3.13K ﹤0.01%
103
847
$3.12K ﹤0.01%
66
848
$3.07K ﹤0.01%
126
849
$3.06K ﹤0.01%
13
850
$3.02K ﹤0.01%
100
32 33
34
35 36