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
551
$37.7K 0.01%
312
552
$37.7K 0.01%
962
-200
553
$37K 0.01%
325
554
$36.4K 0.01%
600
555
$35.2K 0.01%
1,000
556
$35K 0.01%
800
557
$34.6K 0.01%
536
558
$34.5K 0.01%
862
-98
559
$34.4K 0.01%
950
560
$33.4K 0.01%
1,161
+115
561
$33.4K 0.01%
729
-1,250
562
$33.4K 0.01%
1,510
-500
563
$33.3K 0.01%
+1,000
564
$33.1K 0.01%
1,707
-500
565
$32K ﹤0.01%
426
566
$32K ﹤0.01%
783
-250
567
$31.5K ﹤0.01%
970
568
$31.1K ﹤0.01%
273
-112
569
$30.9K ﹤0.01%
+100
570
$30.9K ﹤0.01%
181
-2
571
$30.9K ﹤0.01%
1,437
572
$30.8K ﹤0.01%
110
573
$30.5K ﹤0.01%
2,000
574
$30.3K ﹤0.01%
679
-77
575
$30.2K ﹤0.01%
1,000
21 22
23
24 25