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
301
$266K 0.04%
5,820
+2,888
302
$265K 0.04%
2,326
303
$263K 0.04%
2,709
304
$262K 0.04%
3,315
+1,125
305
$262K 0.04%
2,970
306
$254K 0.04%
6,883
-300
307
$253K 0.04%
1,650
308
$251K 0.04%
862
+374
309
$247K 0.04%
1,000
310
$246K 0.04%
1,959
-107
311
$240K 0.04%
2,223
312
$240K 0.04%
6,570
+1,410
313
$239K 0.04%
2,595
-200
314
$238K 0.04%
4,000
315
$234K 0.04%
1,801
316
$231K 0.04%
9,144
+1,121
317
$229K 0.03%
1,325
+1,300
318
$229K 0.03%
6,350
-700
319
$228K 0.03%
1,255
-31
320
$227K 0.03%
1,510
321
$227K 0.03%
4,065
-52
322
$225K 0.03%
8,998
+880
323
$225K 0.03%
9,147
+1,016
324
$221K 0.03%
2,757
-150
325
$220K 0.03%
850
11 12
13
14 15