AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$4.59M
2
+$4.29M
3
+$1.69M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.46M
5
ADM icon
Archer Daniels Midland
ADM
+$1.42M

Top Sells

1
+$3.62M
2
+$2.62M
3
+$2.57M
4
DLTR icon
Dollar Tree
DLTR
+$541K
5
INTC icon
Intel
INTC
+$440K

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
$44.3K 0.01%
586
527
$44.2K 0.01%
800
-800
528
$44K 0.01%
462
529
$43.8K 0.01%
1,407
-300
530
$43.8K 0.01%
1,850
-200
531
$43.2K 0.01%
2,664
-625
532
$42.8K 0.01%
908
533
$41.8K 0.01%
3,570
+1,000
534
$41.7K 0.01%
3,909
+499
535
$41.6K 0.01%
85
536
$41.5K 0.01%
61
-28
537
$41.3K 0.01%
1,300
538
$41K 0.01%
717
-77
539
$40.8K 0.01%
851
-773
540
$40.6K 0.01%
1,121
541
$40.2K 0.01%
265
542
$40K 0.01%
629
-43
543
$39.8K 0.01%
367
-9
544
$39.5K 0.01%
179
545
$39.4K 0.01%
400
546
$39K 0.01%
500
547
$38.7K 0.01%
750
548
$38.4K 0.01%
590
549
$38.4K 0.01%
686
-200
550
$37.9K 0.01%
500
20 21
22
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