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
51
$3.76M 0.57%
8,229
+1,022
52
$3.69M 0.56%
16,144
+1,053
53
$3.68M 0.56%
63,019
+2,745
54
$3.49M 0.53%
26,336
+8,144
55
$3.39M 0.52%
61,632
+1,800
56
$3.39M 0.52%
55,080
+1,625
57
$3.36M 0.51%
23,728
+1,584
58
$3.3M 0.5%
11,210
+3,333
59
$3.3M 0.5%
9,261
+1,396
60
$3.29M 0.5%
154,311
+12,837
61
$3.2M 0.49%
148,134
+4,224
62
$3.15M 0.48%
20,718
+638
63
$3.11M 0.47%
12,770
+825
64
$3.1M 0.47%
71,250
+26,099
65
$3.1M 0.47%
31,188
+3,832
66
$3.09M 0.47%
30,000
+4,020
67
$3.03M 0.46%
12,303
+1,917
68
$2.79M 0.42%
44,065
-325
69
$2.72M 0.41%
14,547
+70
70
$2.7M 0.41%
32,311
+5,407
71
$2.69M 0.41%
9,122
-538
72
$2.68M 0.41%
14,221
+67
73
$2.56M 0.39%
66,159
+1,656
74
$2.55M 0.39%
23,364
+2,921
75
$2.45M 0.37%
98,512
+1,880
1 2
3
4 5