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
726
$8.44K ﹤0.01%
350
727
$8.43K ﹤0.01%
+130
728
$8.38K ﹤0.01%
+500
729
$8.23K ﹤0.01%
104
+3
730
$8.09K ﹤0.01%
244
731
$7.97K ﹤0.01%
200
732
$7.76K ﹤0.01%
100
733
$7.58K ﹤0.01%
50
734
$7.52K ﹤0.01%
+40
735
$7.4K ﹤0.01%
+20
736
$7.32K ﹤0.01%
145
737
$7.29K ﹤0.01%
+502
738
$7.16K ﹤0.01%
100
739
$7.07K ﹤0.01%
+1,009
740
$6.98K ﹤0.01%
150
741
$6.83K ﹤0.01%
100
-100
742
$6.8K ﹤0.01%
92
743
$6.77K ﹤0.01%
+1,000
744
$6.73K ﹤0.01%
604
+3
745
$6.71K ﹤0.01%
375
746
$6.65K ﹤0.01%
440
-220
747
$6.61K ﹤0.01%
422
748
$6.54K ﹤0.01%
+250
749
$6.45K ﹤0.01%
900
750
$6.42K ﹤0.01%
97
28 29
30
31 32