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
651
$15.7K ﹤0.01%
+175
652
$15.5K ﹤0.01%
250
653
$15.3K ﹤0.01%
300
654
$15.3K ﹤0.01%
+255
655
$15.1K ﹤0.01%
250
-95
656
$15K ﹤0.01%
700
-97
657
$15K ﹤0.01%
1,400
-1,500
658
$14.9K ﹤0.01%
1,000
659
$14.8K ﹤0.01%
200
660
$14.3K ﹤0.01%
+1,000
661
$14.3K ﹤0.01%
150
662
$14.2K ﹤0.01%
90
663
$13.9K ﹤0.01%
1,000
664
$13.9K ﹤0.01%
50
665
$13.6K ﹤0.01%
136
666
$13.6K ﹤0.01%
216
667
$13.4K ﹤0.01%
1,000
668
$13.3K ﹤0.01%
1,950
669
$13.3K ﹤0.01%
249
670
$13.2K ﹤0.01%
+2,000
671
$13.2K ﹤0.01%
105
672
$13K ﹤0.01%
264
673
$12.9K ﹤0.01%
55
674
$12.7K ﹤0.01%
249
675
$12.6K ﹤0.01%
225
-275
25 26
27
28 29