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
376
$153K 0.02%
2,639
377
$153K 0.02%
7,014
-132
378
$152K 0.02%
12,000
379
$152K 0.02%
4,788
380
$150K 0.02%
2,473
-84
381
$149K 0.02%
2,290
382
$149K 0.02%
14,783
-2,500
383
$148K 0.02%
1,815
+1,315
384
$147K 0.02%
685
+525
385
$147K 0.02%
613
-25
386
$144K 0.02%
1,040
-50
387
$143K 0.02%
1,305
388
$143K 0.02%
735
+585
389
$142K 0.02%
+2,614
390
$142K 0.02%
675
+543
391
$142K 0.02%
1,480
+1,180
392
$141K 0.02%
5,242
+1,430
393
$141K 0.02%
5,532
394
$141K 0.02%
2,300
395
$140K 0.02%
2,278
-23
396
$139K 0.02%
2,657
+2,556
397
$139K 0.02%
+525
398
$137K 0.02%
811
399
$136K 0.02%
2,078
+176
400
$133K 0.02%
1,060
+945
14 15
16
17 18