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
401
$131K 0.02%
212
+198
402
$130K 0.02%
2,197
403
$130K 0.02%
1,878
-89
404
$130K 0.02%
1,395
+1,130
405
$129K 0.02%
1,793
-150
406
$129K 0.02%
3,780
+31
407
$127K 0.02%
1,200
+1,100
408
$126K 0.02%
950
+750
409
$126K 0.02%
2,710
+2,030
410
$125K 0.02%
7,248
-241
411
$125K 0.02%
1,399
-63
412
$124K 0.02%
915
+815
413
$123K 0.02%
820
+400
414
$122K 0.02%
1,902
-8
415
$122K 0.02%
388
+18
416
$121K 0.02%
+5,280
417
$121K 0.02%
3,167
+200
418
$121K 0.02%
241
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419
$120K 0.02%
5,500
420
$120K 0.02%
2,308
+1
421
$118K 0.02%
911
422
$118K 0.02%
2,612
-2,116
423
$117K 0.02%
919
424
$113K 0.02%
1,836
+810
425
$111K 0.02%
3,521
-300
15 16
17
18 19