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
501
$55.6K 0.01%
3,900
502
$55.3K 0.01%
247
503
$54.2K 0.01%
366
504
$53.6K 0.01%
1,922
+206
505
$53.6K 0.01%
1,360
+160
506
$53K 0.01%
1,480
507
$52K 0.01%
314
508
$51.8K 0.01%
668
509
$51K 0.01%
+500
510
$50.9K 0.01%
725
511
$50.7K 0.01%
333
512
$50.6K 0.01%
248
513
$50.3K 0.01%
850
514
$49.7K 0.01%
535
-350
515
$48.6K 0.01%
1,240
516
$48.4K 0.01%
800
517
$47.8K 0.01%
+1,500
518
$47.7K 0.01%
440
519
$47.6K 0.01%
100
520
$47K 0.01%
296
-4
521
$46.9K 0.01%
1,000
522
$45.8K 0.01%
290
523
$45.4K 0.01%
9,762
+4,469
524
$45.3K 0.01%
250
-50
525
$45.1K 0.01%
170
19 20
21
22 23