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
126
$1.46M 0.21%
4,360
-470
127
$1.46M 0.21%
20,267
-471
128
$1.41M 0.2%
9,312
+2
129
$1.4M 0.2%
27,801
+4,900
130
$1.4M 0.2%
9,950
-273
131
$1.37M 0.2%
13,662
-79
132
$1.35M 0.19%
16,231
+4,722
133
$1.32M 0.19%
9,904
-200
134
$1.29M 0.19%
8,659
+792
135
$1.26M 0.18%
5,087
136
$1.19M 0.17%
7,351
-423
137
$1.17M 0.17%
11,393
-708
138
$1.17M 0.17%
579
139
$1.16M 0.17%
79,540
-10,820
140
$1.16M 0.17%
4,334
-534
141
$1.15M 0.17%
3,358
+124
142
$1.14M 0.16%
3,435
-270
143
$1.12M 0.16%
14,210
+420
144
$1.12M 0.16%
5,874
+284
145
$1.12M 0.16%
3,789
+1,285
146
$1.1M 0.16%
24,082
+1,089
147
$1.08M 0.16%
28,009
+565
148
$1.08M 0.16%
50,799
+1,202
149
$1.06M 0.15%
4,816
-209
150
$1.06M 0.15%
8,380
-400
4 5
6
7 8