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
201
$639K 0.09%
5,863
+18
202
$634K 0.09%
22,850
+3,200
203
$634K 0.09%
12,138
-237
204
$618K 0.09%
10,805
-520
205
$613K 0.09%
2,644
+22
206
$606K 0.09%
3,975
+22
207
$601K 0.09%
66,303
208
$598K 0.09%
4,231
-3
209
$589K 0.08%
7,875
-100
210
$584K 0.08%
13,922
+950
211
$583K 0.08%
4,005
-200
212
$582K 0.08%
6,385
-253
213
$581K 0.08%
7,716
-1,842
214
$580K 0.08%
8,150
215
$578K 0.08%
4,695
+1,147
216
$578K 0.08%
20,130
+7
217
$571K 0.08%
4,044
+80
218
$568K 0.08%
4,195
219
$568K 0.08%
5,447
+246
220
$553K 0.08%
5,569
+75
221
$552K 0.08%
12,194
-1,976
222
$548K 0.08%
5,774
223
$528K 0.08%
732
-327
224
$519K 0.07%
4,600
225
$519K 0.07%
16,507
-5,017
7 8
9
10 11