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
601
$25K ﹤0.01%
650
602
$24.8K ﹤0.01%
630
+432
603
$24.8K ﹤0.01%
275
604
$24.5K ﹤0.01%
349
+99
605
$24.5K ﹤0.01%
300
606
$24.4K ﹤0.01%
+500
607
$24.2K ﹤0.01%
364
608
$24.1K ﹤0.01%
400
609
$23.6K ﹤0.01%
1,500
-1,200
610
$23.5K ﹤0.01%
1,000
611
$23.4K ﹤0.01%
732
612
$23.2K ﹤0.01%
252
613
$23.2K ﹤0.01%
249
+65
614
$23.2K ﹤0.01%
356
615
$23.1K ﹤0.01%
740
616
$22.4K ﹤0.01%
280
617
$21.9K ﹤0.01%
+701
618
$21.8K ﹤0.01%
364
619
$21.7K ﹤0.01%
255
620
$21.5K ﹤0.01%
300
621
$21.4K ﹤0.01%
370
622
$21.3K ﹤0.01%
246
623
$21.2K ﹤0.01%
550
624
$21K ﹤0.01%
201
+34
625
$21K ﹤0.01%
+200
23 24
25
26 27