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
176
$832K 0.12%
34,490
-2,495
177
$818K 0.12%
26,860
-760
178
$805K 0.12%
7,011
+123
179
$768K 0.11%
7,785
180
$767K 0.11%
2,749
+231
181
$745K 0.11%
5,494
182
$732K 0.11%
12,550
-1,650
183
$728K 0.1%
13,020
+950
184
$726K 0.1%
1,024
-30
185
$719K 0.1%
1,318
186
$715K 0.1%
7,884
-300
187
$712K 0.1%
8,383
+1
188
$700K 0.1%
13,627
189
$694K 0.1%
43,116
+120
190
$694K 0.1%
5,288
+69
191
$692K 0.1%
2,609
-5
192
$692K 0.1%
31,595
+630
193
$680K 0.1%
11,939
-928
194
$676K 0.1%
3,950
+195
195
$675K 0.1%
1,575
-50
196
$672K 0.1%
56,630
+4,600
197
$665K 0.1%
6,142
-69
198
$662K 0.09%
4,169
-86
199
$657K 0.09%
10,550
-500
200
$649K 0.09%
16,222
+509
6 7
8
9 10