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
651
$15.8K ﹤0.01%
270
+220
652
$15.7K ﹤0.01%
+175
653
$15.5K ﹤0.01%
250
654
$15.3K ﹤0.01%
300
655
$15.3K ﹤0.01%
+255
656
$15.1K ﹤0.01%
250
-95
657
$15K ﹤0.01%
700
-97
658
$15K ﹤0.01%
1,400
-1,500
659
$14.9K ﹤0.01%
1,000
660
$14.8K ﹤0.01%
200
661
$14.3K ﹤0.01%
+1,000
662
$14.3K ﹤0.01%
150
663
$14.2K ﹤0.01%
90
664
$13.9K ﹤0.01%
1,000
665
$13.9K ﹤0.01%
50
666
$13.6K ﹤0.01%
136
667
$13.6K ﹤0.01%
216
668
$13.4K ﹤0.01%
1,000
669
$13.3K ﹤0.01%
1,950
670
$13.3K ﹤0.01%
188
671
$13.2K ﹤0.01%
+2,000
672
$13.2K ﹤0.01%
105
673
$13K ﹤0.01%
264
674
$12.9K ﹤0.01%
55
675
$12.7K ﹤0.01%
249
25 26
27
28 29