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
551
$37.9K 0.01%
500
552
$37.7K 0.01%
312
553
$37.7K 0.01%
962
-200
554
$37K 0.01%
325
555
$36.4K 0.01%
600
556
$35.2K 0.01%
1,000
557
$35K 0.01%
800
558
$34.6K 0.01%
536
559
$34.5K 0.01%
862
-98
560
$34.4K 0.01%
950
561
$33.4K 0.01%
1,161
+115
562
$33.4K 0.01%
729
-1,250
563
$33.4K 0.01%
1,510
-500
564
$33.3K 0.01%
+1,000
565
$33.1K 0.01%
1,707
-500
566
$32K ﹤0.01%
426
567
$32K ﹤0.01%
783
-250
568
$31.5K ﹤0.01%
970
569
$31.1K ﹤0.01%
273
-112
570
$30.9K ﹤0.01%
+100
571
$30.9K ﹤0.01%
181
-2
572
$30.9K ﹤0.01%
1,437
573
$30.8K ﹤0.01%
110
574
$30.5K ﹤0.01%
2,000
575
$30.3K ﹤0.01%
679
-77
21 22
23
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