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
626
$20.2K ﹤0.01%
150
627
$19.9K ﹤0.01%
2,191
628
$19.8K ﹤0.01%
369
-2
629
$19.6K ﹤0.01%
150
630
$19.3K ﹤0.01%
389
+3
631
$19.1K ﹤0.01%
+225
632
$19K ﹤0.01%
530
+30
633
$18.8K ﹤0.01%
400
634
$18.6K ﹤0.01%
5,000
635
$18.5K ﹤0.01%
100
636
$18.3K ﹤0.01%
269
-35
637
$18.1K ﹤0.01%
550
638
$18.1K ﹤0.01%
405
639
$17.7K ﹤0.01%
290
640
$17.7K ﹤0.01%
235
-15
641
$17.4K ﹤0.01%
214
642
$17.4K ﹤0.01%
+400
643
$17.4K ﹤0.01%
+1,000
644
$16.9K ﹤0.01%
1,000
645
$16.8K ﹤0.01%
275
-375
646
$16.6K ﹤0.01%
190
647
$16.3K ﹤0.01%
319
-158
648
$15.9K ﹤0.01%
200
649
$15.8K ﹤0.01%
540
-6,303
650
$15.8K ﹤0.01%
270
+220
24 25
26
27 28