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
426
$110K 0.02%
1,769
-50
427
$110K 0.02%
2,060
-5,153
428
$108K 0.02%
1,219
429
$108K 0.02%
2,485
430
$107K 0.02%
270
431
$107K 0.02%
1,999
432
$106K 0.02%
825
+625
433
$106K 0.02%
1,957
434
$105K 0.02%
375
435
$103K 0.02%
2,471
436
$101K 0.02%
3,731
+1
437
$99.6K 0.02%
947
438
$98.8K 0.02%
751
+200
439
$98.6K 0.02%
+600
440
$94.8K 0.01%
4,200
441
$94.5K 0.01%
5,050
442
$93.5K 0.01%
+5,000
443
$93.1K 0.01%
+225
444
$92.5K 0.01%
268
-50
445
$92.4K 0.01%
3,747
446
$91K 0.01%
+3,001
447
$88.8K 0.01%
761
448
$87K 0.01%
2,470
+300
449
$86.5K 0.01%
5,120
450
$85.3K 0.01%
1,735
16 17
18
19 20