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
676
$12.5K ﹤0.01%
900
677
$12.5K ﹤0.01%
222
+2
678
$12.4K ﹤0.01%
445
-50
679
$12.4K ﹤0.01%
180
680
$12.3K ﹤0.01%
100
681
$12.2K ﹤0.01%
+100
682
$12.1K ﹤0.01%
45
683
$12.1K ﹤0.01%
714
684
$12K ﹤0.01%
40
685
$12K ﹤0.01%
146
686
$12K ﹤0.01%
+600
687
$11.9K ﹤0.01%
36
688
$11.9K ﹤0.01%
+258
689
$11.8K ﹤0.01%
+740
690
$11.8K ﹤0.01%
1,500
-489
691
$11.8K ﹤0.01%
100
692
$11.7K ﹤0.01%
87
693
$11.5K ﹤0.01%
55
694
$11.5K ﹤0.01%
64
695
$11.3K ﹤0.01%
393
696
$11.2K ﹤0.01%
+300
697
$11.1K ﹤0.01%
740
698
$10.8K ﹤0.01%
138
699
$10.7K ﹤0.01%
333
700
$10.4K ﹤0.01%
+100
26 27
28
29 30