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
$656M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$4.43M
3
+$1.68M
4
ADM icon
Archer Daniels Midland
ADM
+$1.48M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.46M

Top Sells

1
+$3.61M
2
+$2.57M
3
+$2.56M
4
DLTR icon
Dollar Tree
DLTR
+$577K
5
INTC icon
Intel
INTC
+$472K

Sector Composition

1 Technology 14.27%
2 Healthcare 12.51%
3 Financials 10.81%
4 Industrials 9.49%
5 Communication Services 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$448K 0.07%
5,035
+3,775
227
$447K 0.07%
3,305
+2,957
228
$446K 0.07%
6,388
+4,430
229
$443K 0.07%
2,676
+2,131
230
$430K 0.07%
2,078
231
$426K 0.06%
901
+826
232
$425K 0.06%
2,004
+876
233
$422K 0.06%
28,881
+4,042
234
$417K 0.06%
7,990
+6,690
235
$406K 0.06%
3,054
+559
236
$403K 0.06%
+3,140
237
$401K 0.06%
7,576
-76
238
$399K 0.06%
3,140
+2,930
239
$394K 0.06%
2,695
-118
240
$393K 0.06%
3,645
-85
241
$393K 0.06%
4,600
242
$391K 0.06%
3,657
+3,234
243
$391K 0.06%
2,519
+2,402
244
$388K 0.06%
3,512
+3,030
245
$385K 0.06%
7,343
246
$385K 0.06%
4,387
-2,210
247
$384K 0.06%
4,200
+4,000
248
$384K 0.06%
1,617
-31
249
$383K 0.06%
2,098
+2,048
250
$382K 0.06%
1,778
+980
8 9
10
11 12