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
451
$84.3K 0.01%
+673
452
$82.9K 0.01%
493
453
$82.4K 0.01%
5,183
454
$81.9K 0.01%
518
455
$81.5K 0.01%
1,688
456
$80.8K 0.01%
2,834
+2,830
457
$80K 0.01%
1,569
458
$79.5K 0.01%
1,746
+54
459
$79.1K 0.01%
2,075
460
$78.1K 0.01%
488
+21
461
$78.1K 0.01%
425
462
$77.7K 0.01%
1,742
-2,462
463
$77.2K 0.01%
2,000
464
$76.9K 0.01%
+979
465
$76.6K 0.01%
544
+500
466
$73.7K 0.01%
1,500
467
$73.7K 0.01%
1,092
468
$73.5K 0.01%
2,000
469
$70.7K 0.01%
1,106
+150
470
$70.6K 0.01%
2,447
471
$69.8K 0.01%
573
472
$69.2K 0.01%
966
473
$69K 0.01%
2,539
-5
474
$68.5K 0.01%
750
475
$67.7K 0.01%
1,238