AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
526
$44.7K 0.01%
1,836
527
$44.3K 0.01%
586
528
$44.2K 0.01%
800
-800
529
$44K 0.01%
462
530
$43.8K 0.01%
1,407
-300
531
$43.8K 0.01%
1,850
-200
532
$43.2K 0.01%
2,664
-625
533
$42.8K 0.01%
908
534
$41.8K 0.01%
3,570
+1,000
535
$41.7K 0.01%
3,909
+499
536
$41.6K 0.01%
85
537
$41.5K 0.01%
61
-28
538
$41.3K 0.01%
1,300
539
$41K 0.01%
717
-77
540
$40.8K 0.01%
851
-773
541
$40.6K 0.01%
1,121
542
$40.2K 0.01%
265
543
$40K 0.01%
629
-43
544
$39.8K 0.01%
367
-9
545
$39.5K 0.01%
179
546
$39.4K 0.01%
400
547
$39K 0.01%
500
548
$38.7K 0.01%
750
549
$38.4K 0.01%
590
550
$38.4K 0.01%
686
-200
20 21
22
23 24