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
751
$6.4K ﹤0.01%
230
+92
752
$6.36K ﹤0.01%
350
753
$6.22K ﹤0.01%
314
+96
754
$6.14K ﹤0.01%
46
755
$6.12K ﹤0.01%
300
756
$6.07K ﹤0.01%
220
-202
757
$6K ﹤0.01%
+150
758
$5.96K ﹤0.01%
125
759
$5.89K ﹤0.01%
+43
760
$5.89K ﹤0.01%
+4
761
$5.85K ﹤0.01%
280
762
$5.64K ﹤0.01%
150
763
$5.63K ﹤0.01%
100
764
$5.61K ﹤0.01%
+14
765
$5.57K ﹤0.01%
57
766
$5.43K ﹤0.01%
362
+70
767
$5.42K ﹤0.01%
+40
768
$5.4K ﹤0.01%
81
769
$5.38K ﹤0.01%
+390
770
$5.3K ﹤0.01%
+92
771
$5.28K ﹤0.01%
+142
772
$5.26K ﹤0.01%
126
773
$5.24K ﹤0.01%
+144
774
$5.2K ﹤0.01%
+204
775
$5.16K ﹤0.01%
+276
29 30
31
32 33