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
626
$21K ﹤0.01%
+200
627
$20.2K ﹤0.01%
150
628
$19.9K ﹤0.01%
2,191
629
$19.8K ﹤0.01%
369
-2
630
$19.6K ﹤0.01%
150
631
$19.3K ﹤0.01%
389
+3
632
$19.1K ﹤0.01%
+225
633
$19K ﹤0.01%
530
+30
634
$18.8K ﹤0.01%
400
635
$18.6K ﹤0.01%
5,000
636
$18.5K ﹤0.01%
100
637
$18.3K ﹤0.01%
269
-35
638
$18.1K ﹤0.01%
550
639
$18.1K ﹤0.01%
405
640
$17.7K ﹤0.01%
290
641
$17.7K ﹤0.01%
235
-15
642
$17.4K ﹤0.01%
214
643
$17.4K ﹤0.01%
+400
644
$17.4K ﹤0.01%
+1,000
645
$16.9K ﹤0.01%
1,000
646
$16.8K ﹤0.01%
275
-375
647
$16.6K ﹤0.01%
190
648
$16.3K ﹤0.01%
319
-158
649
$15.9K ﹤0.01%
200
650
$15.8K ﹤0.01%
515
-6,009
24 25
26
27 28