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
151
$1.02M 0.15%
8,772
-624
152
$985K 0.14%
8,345
-668
153
$968K 0.14%
16,254
+2,040
154
$957K 0.14%
17,918
-425
155
$951K 0.14%
6,752
+470
156
$948K 0.14%
11,491
-497
157
$947K 0.14%
19,370
-2,525
158
$936K 0.13%
11,279
-3
159
$935K 0.13%
13,824
160
$935K 0.13%
30,148
-196
161
$926K 0.13%
8,266
162
$925K 0.13%
30,451
-439
163
$919K 0.13%
49,939
-20,449
164
$898K 0.13%
12,608
+1,138
165
$895K 0.13%
12,010
-755
166
$882K 0.13%
7,467
+3,058
167
$876K 0.13%
13,492
-150
168
$872K 0.13%
18,030
169
$870K 0.12%
17,344
+889
170
$869K 0.12%
3,120
171
$869K 0.12%
17,042
-915
172
$860K 0.12%
2,209
+73
173
$847K 0.12%
7,960
+2,654
174
$847K 0.12%
4,066
+4
175
$842K 0.12%
2,733
-160
5 6
7
8 9