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
851
$2.94K ﹤0.01%
200
-15
852
$2.94K ﹤0.01%
52
853
$2.81K ﹤0.01%
26
854
$2.79K ﹤0.01%
250
855
$2.7K ﹤0.01%
94
856
$2.69K ﹤0.01%
220
857
$2.68K ﹤0.01%
51
858
$2.65K ﹤0.01%
10
-21
859
$2.57K ﹤0.01%
67
860
$2.56K ﹤0.01%
250
861
$2.52K ﹤0.01%
227
+108
862
$2.51K ﹤0.01%
15
863
$2.48K ﹤0.01%
20
-20
864
$2.45K ﹤0.01%
+325
865
$2.33K ﹤0.01%
75
866
$2.3K ﹤0.01%
40
867
$2.26K ﹤0.01%
50
868
$2.25K ﹤0.01%
191
869
$2.25K ﹤0.01%
40
870
$2.23K ﹤0.01%
88
-21
871
$2.21K ﹤0.01%
30
872
$2.17K ﹤0.01%
31
873
$2.16K ﹤0.01%
45
874
$2.11K ﹤0.01%
50
875
$1.99K ﹤0.01%
50
33 34
35
36 37