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
726
$8.44K ﹤0.01%
41
727
$8.44K ﹤0.01%
350
728
$8.43K ﹤0.01%
+130
729
$8.38K ﹤0.01%
+500
730
$8.23K ﹤0.01%
104
+3
731
$8.09K ﹤0.01%
244
732
$7.97K ﹤0.01%
200
733
$7.76K ﹤0.01%
100
734
$7.58K ﹤0.01%
50
735
$7.52K ﹤0.01%
+40
736
$7.4K ﹤0.01%
+20
737
$7.32K ﹤0.01%
145
738
$7.29K ﹤0.01%
+502
739
$7.16K ﹤0.01%
100
740
$7.07K ﹤0.01%
+1,009
741
$6.98K ﹤0.01%
150
742
$6.83K ﹤0.01%
100
-100
743
$6.8K ﹤0.01%
92
744
$6.77K ﹤0.01%
+1,000
745
$6.73K ﹤0.01%
604
+3
746
$6.71K ﹤0.01%
375
747
$6.65K ﹤0.01%
440
-220
748
$6.61K ﹤0.01%
422
749
$6.54K ﹤0.01%
+250
750
$6.45K ﹤0.01%
900