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
901
$1.26K ﹤0.01%
50
902
$1.26K ﹤0.01%
65
903
$1.24K ﹤0.01%
50
904
$1.22K ﹤0.01%
12
905
$1.21K ﹤0.01%
38
906
$1.2K ﹤0.01%
21
907
$1.16K ﹤0.01%
+13
908
$1.15K ﹤0.01%
250
909
$1.15K ﹤0.01%
50
910
$1.13K ﹤0.01%
40
911
$1.02K ﹤0.01%
275
912
$1.02K ﹤0.01%
200
913
$1K ﹤0.01%
50
914
$939 ﹤0.01%
17
915
$932 ﹤0.01%
10
916
$927 ﹤0.01%
184
917
$904 ﹤0.01%
+41
918
$897 ﹤0.01%
50
919
$892 ﹤0.01%
50
-5
920
$874 ﹤0.01%
7
921
$779 ﹤0.01%
71
922
$768 ﹤0.01%
10
-390
923
$759 ﹤0.01%
10
924
$714 ﹤0.01%
242
925
$703 ﹤0.01%
10
35 36
37
38 39