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
351
$194K 0.03%
2,834
-125
352
$192K 0.03%
4,714
353
$192K 0.03%
+1,375
354
$191K 0.03%
+4,985
355
$187K 0.03%
1,027
+7
356
$187K 0.03%
14,412
-1,723
357
$187K 0.03%
2,090
358
$186K 0.03%
2,919
-38
359
$186K 0.03%
607
+375
360
$183K 0.03%
15,253
+14,201
361
$180K 0.03%
75,000
+15,000
362
$178K 0.03%
5,025
363
$178K 0.03%
2,413
364
$176K 0.03%
1,104
+101
365
$173K 0.03%
10,672
366
$173K 0.03%
12,351
-3,075
367
$170K 0.03%
10,780
368
$169K 0.03%
6,580
369
$165K 0.03%
2,200
-700
370
$164K 0.03%
5,147
+1,697
371
$162K 0.02%
2,595
372
$159K 0.02%
16,371
+549
373
$159K 0.02%
3,480
374
$157K 0.02%
1,794
375
$155K 0.02%
845
13 14
15
16 17