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
76
$2.51M 0.36%
53,082
+5,628
77
$2.5M 0.36%
19,592
-775
78
$2.5M 0.36%
37,451
-294
79
$2.47M 0.35%
51,844
+1,527
80
$2.41M 0.34%
118,758
+34
81
$2.4M 0.34%
5,267
+397
82
$2.4M 0.34%
10,012
+920
83
$2.34M 0.34%
81,378
+5,345
84
$2.34M 0.34%
31,389
+1,179
85
$2.33M 0.33%
12,146
+169
86
$2.23M 0.32%
20,358
+17,993
87
$2.22M 0.32%
23,824
+812
88
$2.22M 0.32%
11,603
-385
89
$2.2M 0.32%
13,885
+310
90
$2.2M 0.32%
48,830
-1,775
91
$2.19M 0.31%
10,731
+433
92
$2.15M 0.31%
75,967
+7,762
93
$2.14M 0.31%
17,638
+12,820
94
$2.1M 0.3%
17,458
+1,199
95
$2.03M 0.29%
49,403
96
$1.99M 0.29%
14,655
+88
97
$1.98M 0.28%
29,537
+1,257
98
$1.94M 0.28%
8,863
-4,021
99
$1.93M 0.28%
19,142
-320
100
$1.93M 0.28%
5,035
+89
2 3
4
5 6