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
1
$21M 3.01%
87,541
+85
2
$19.1M 2.74%
92,069
-863
3
$13.4M 1.93%
103,497
+2,291
4
$13.1M 1.88%
873,204
+40,038
5
$12.7M 1.82%
78,634
+181
6
$12.5M 1.8%
70,944
+1,586
7
$10.9M 1.56%
98,761
-534
8
$10.6M 1.51%
515,597
+12,782
9
$10.4M 1.49%
38,944
-1,122
10
$10.1M 1.45%
503,593
+25,048
11
$9.72M 1.39%
463,388
+2,458
12
$9.29M 1.33%
53,427
-148
13
$8.96M 1.29%
346,126
-9,536
14
$8.92M 1.28%
28,889
+469
15
$8.38M 1.2%
75,575
-1,999
16
$8.29M 1.19%
161,750
+1,676
17
$8.08M 1.16%
91,066
-1,919
18
$8M 1.15%
40,149
-1,597
19
$7.77M 1.11%
14,650
-1,607
20
$7.73M 1.11%
102,751
-18,016
21
$7.54M 1.08%
36,420
+95
22
$7.2M 1.03%
69,916
+36
23
$7.08M 1.02%
323,868
+7,230
24
$6.64M 0.95%
104,411
+1,021
25
$6.5M 0.93%
20,341
-5,367
1
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