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
876
$1.87K ﹤0.01%
80
877
$1.84K ﹤0.01%
25
878
$1.83K ﹤0.01%
25
879
$1.75K ﹤0.01%
36
880
$1.71K ﹤0.01%
86
881
$1.65K ﹤0.01%
15
882
$1.63K ﹤0.01%
40
-100
883
$1.61K ﹤0.01%
251
884
$1.57K ﹤0.01%
54
885
$1.55K ﹤0.01%
26
886
$1.55K ﹤0.01%
30
887
$1.52K ﹤0.01%
20
888
$1.48K ﹤0.01%
+46
889
$1.48K ﹤0.01%
13
890
$1.48K ﹤0.01%
300
891
$1.47K ﹤0.01%
1,500
892
$1.43K ﹤0.01%
40
893
$1.42K ﹤0.01%
29
894
$1.41K ﹤0.01%
25
895
$1.39K ﹤0.01%
112
896
$1.33K ﹤0.01%
49
897
$1.32K ﹤0.01%
19
-21
898
$1.28K ﹤0.01%
52
899
$1.28K ﹤0.01%
31
-2
900
$1.27K ﹤0.01%
211
34 35
36
37 38