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
701
$10.4K ﹤0.01%
215
702
$10.3K ﹤0.01%
+300
703
$10.3K ﹤0.01%
432
704
$10.3K ﹤0.01%
120
705
$10.3K ﹤0.01%
54
706
$10.3K ﹤0.01%
153
707
$10.1K ﹤0.01%
75
708
$9.79K ﹤0.01%
300
709
$9.66K ﹤0.01%
250
710
$9.56K ﹤0.01%
775
711
$9.49K ﹤0.01%
408
712
$9.42K ﹤0.01%
+350
713
$9.4K ﹤0.01%
200
714
$9.37K ﹤0.01%
185
-552
715
$9.29K ﹤0.01%
350
716
$9.24K ﹤0.01%
400
717
$9.13K ﹤0.01%
200
718
$9.1K ﹤0.01%
+500
719
$9.08K ﹤0.01%
100
720
$8.98K ﹤0.01%
375
721
$8.98K ﹤0.01%
333
722
$8.96K ﹤0.01%
174
723
$8.81K ﹤0.01%
250
724
$8.55K ﹤0.01%
482
-256
725
$8.44K ﹤0.01%
41
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