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
926
$687 ﹤0.01%
22
-39
927
$682 ﹤0.01%
13
928
$632 ﹤0.01%
13
929
$630 ﹤0.01%
14
930
$620 ﹤0.01%
30
931
$542 ﹤0.01%
41
932
$494 ﹤0.01%
164
-94
933
$478 ﹤0.01%
56
934
$410 ﹤0.01%
50
-1,000
935
$378 ﹤0.01%
50
936
$377 ﹤0.01%
500
937
$238 ﹤0.01%
18
938
$201 ﹤0.01%
79
939
$196 ﹤0.01%
9
940
$191 ﹤0.01%
3
941
$160 ﹤0.01%
50
942
$121 ﹤0.01%
17
943
$94 ﹤0.01%
3
944
$33 ﹤0.01%
3
-18
945
$19 ﹤0.01%
12
946
– –
-20
947
– –
-1,600
948
– –
-2,000
949
– –
-121
950
– –
-100
36 37
38
39 40