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
276
$324K 0.05%
10,163
277
$323K 0.05%
3,399
-16
278
$317K 0.05%
1,795
+190
279
$315K 0.05%
2,670
-26
280
$313K 0.05%
13,391
+2,225
281
$312K 0.05%
1,495
+555
282
$312K 0.05%
7,981
-1,324
283
$312K 0.05%
4,935
284
$309K 0.05%
5,039
285
$305K 0.05%
14,375
286
$299K 0.05%
3,198
287
$293K 0.04%
6,279
-187
288
$293K 0.04%
10,300
+7,350
289
$289K 0.04%
3,422
-1,722
290
$289K 0.04%
6,845
-250
291
$285K 0.04%
2,586
-125
292
$284K 0.04%
21,240
+8,000
293
$280K 0.04%
3,600
+3,100
294
$277K 0.04%
1,436
+9
295
$273K 0.04%
2,355
+556
296
$271K 0.04%
8,350
297
$268K 0.04%
2,343
-5,037
298
$266K 0.04%
51,000
299
$266K 0.04%
1,172
+722
300
$266K 0.04%
230
+40
10 11
12
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