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
26
$5.87M 0.89%
19,222
+333
27
$5.58M 0.85%
14,992
+2,122
28
$5.54M 0.84%
99,247
-4,298
29
$5.4M 0.82%
148,412
+1,768
30
$5.28M 0.8%
145,830
+12,831
31
$5.04M 0.77%
28,267
+2,147
32
$4.8M 0.73%
220,632
+17,331
33
$4.77M 0.73%
33,982
+31,522
34
$4.71M 0.72%
12,933
-35
35
$4.67M 0.71%
204,467
+30,350
36
$4.58M 0.7%
86,946
+14,014
37
$4.53M 0.69%
38,321
+2,022
38
$4.53M 0.69%
204,180
+15,622
39
$4.46M 0.68%
58,665
-1,068
40
$4.45M 0.68%
32,829
+4,792
41
$4.4M 0.67%
34,139
-160
42
$4.39M 0.67%
81,162
+4,931
43
$4.35M 0.66%
137,011
+17,944
44
$4.29M 0.65%
15,958
-89
45
$4.23M 0.64%
57,508
+22,872
46
$4.06M 0.62%
34,127
+2,051
47
$4M 0.61%
180,811
+22,758
48
$3.86M 0.59%
62,035
+9,903
49
$3.8M 0.58%
54,128
+3,573
50
$3.76M 0.57%
117,057
-627
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