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
326
$220K 0.03%
10,400
-170,829
327
$219K 0.03%
3,203
328
$218K 0.03%
649
329
$216K 0.03%
1,313
-50
330
$215K 0.03%
2,364
-640
331
$215K 0.03%
8,452
+926
332
$214K 0.03%
8,371
+440
333
$212K 0.03%
1,920
+1,540
334
$212K 0.03%
2,850
335
$211K 0.03%
5,000
336
$209K 0.03%
+8,140
337
$208K 0.03%
1,337
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338
$207K 0.03%
2,700
339
$206K 0.03%
2,672
-1,079
340
$205K 0.03%
2,600
341
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2,300
342
$203K 0.03%
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343
$202K 0.03%
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344
$201K 0.03%
610
345
$200K 0.03%
4,989
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346
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347
$197K 0.03%
7,830
+5,430
348
$196K 0.03%
5,068
-441
349
$196K 0.03%
+1,942
350
$194K 0.03%
3,960
12 13
14
15 16