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
101
$1.92M 0.28%
11,610
+4
102
$1.89M 0.27%
11,119
+403
103
$1.88M 0.27%
7,987
-344
104
$1.87M 0.27%
19,502
+767
105
$1.86M 0.27%
3,828
-4
106
$1.86M 0.27%
10,177
+218
107
$1.86M 0.27%
3,625
+132
108
$1.85M 0.27%
18,644
-1,041
109
$1.82M 0.26%
48,696
+337
110
$1.82M 0.26%
7,387
-150
111
$1.8M 0.26%
71,433
-336
112
$1.8M 0.26%
3,503
+68
113
$1.77M 0.25%
98,086
-1,194
114
$1.75M 0.25%
6,657
+658
115
$1.72M 0.25%
18,206
+167
116
$1.67M 0.24%
8,246
-1,654
117
$1.62M 0.23%
657
-14
118
$1.6M 0.23%
16,432
-655
119
$1.59M 0.23%
8,637
+380
120
$1.57M 0.23%
13,622
+100
121
$1.56M 0.22%
20,393
+207
122
$1.53M 0.22%
21,321
-451
123
$1.53M 0.22%
21,126
+375
124
$1.52M 0.22%
10,269
125
$1.47M 0.21%
4,615
-235
3 4
5
6 7