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
476
$67.6K 0.01%
350
477
$67.4K 0.01%
1,942
+304
478
$67.2K 0.01%
975
-35
479
$67K 0.01%
681
480
$66.6K 0.01%
1,674
-250
481
$66.1K 0.01%
3,180
-135
482
$65.5K 0.01%
1,370
483
$64K 0.01%
1,200
-250
484
$63.6K 0.01%
550
485
$63K 0.01%
2,483
+1,275
486
$63K 0.01%
1,078
-6
487
$62.9K 0.01%
1,000
-450
488
$61.9K 0.01%
2,994
489
$61.1K 0.01%
2,065
-6,235
490
$59.4K 0.01%
1,200
491
$59K 0.01%
314
-30
492
$58.7K 0.01%
917
493
$58.6K 0.01%
722
494
$58.6K 0.01%
1,000
495
$58.2K 0.01%
438
496
$56.6K 0.01%
563
497
$56.4K 0.01%
957
+130
498
$56K 0.01%
319
-38
499
$55.9K 0.01%
1,862
500
$55.9K 0.01%
267
18 19
20
21 22