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
701
$10.4K ﹤0.01%
+100
702
$10.4K ﹤0.01%
215
703
$10.3K ﹤0.01%
+300
704
$10.3K ﹤0.01%
432
705
$10.3K ﹤0.01%
120
706
$10.3K ﹤0.01%
54
707
$10.3K ﹤0.01%
153
708
$10.1K ﹤0.01%
75
709
$9.79K ﹤0.01%
300
710
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250
711
$9.56K ﹤0.01%
775
712
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408
713
$9.42K ﹤0.01%
+350
714
$9.4K ﹤0.01%
200
715
$9.37K ﹤0.01%
185
-552
716
$9.29K ﹤0.01%
350
717
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400
718
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200
719
$9.1K ﹤0.01%
+500
720
$9.08K ﹤0.01%
100
721
$8.98K ﹤0.01%
375
722
$8.98K ﹤0.01%
333
723
$8.96K ﹤0.01%
174
724
$8.81K ﹤0.01%
250
725
$8.55K ﹤0.01%
482
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