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
601
$25.5K ﹤0.01%
400
602
$25K ﹤0.01%
650
603
$24.8K ﹤0.01%
315
+216
604
$24.8K ﹤0.01%
275
605
$24.5K ﹤0.01%
349
+99
606
$24.5K ﹤0.01%
300
607
$24.4K ﹤0.01%
+500
608
$24.2K ﹤0.01%
364
609
$24.1K ﹤0.01%
400
610
$23.6K ﹤0.01%
1,500
-1,200
611
$23.5K ﹤0.01%
1,000
612
$23.4K ﹤0.01%
732
613
$23.2K ﹤0.01%
252
614
$23.2K ﹤0.01%
249
+65
615
$23.2K ﹤0.01%
356
616
$23.1K ﹤0.01%
740
617
$22.4K ﹤0.01%
280
618
$21.9K ﹤0.01%
+701
619
$21.8K ﹤0.01%
364
620
$21.7K ﹤0.01%
255
621
$21.5K ﹤0.01%
300
622
$21.4K ﹤0.01%
370
623
$21.3K ﹤0.01%
246
624
$21.2K ﹤0.01%
550
625
$21K ﹤0.01%
201
+34