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
751
$6.42K ﹤0.01%
97
752
$6.4K ﹤0.01%
230
+92
753
$6.36K ﹤0.01%
350
754
$6.22K ﹤0.01%
314
+96
755
$6.14K ﹤0.01%
46
756
$6.12K ﹤0.01%
300
757
$6.07K ﹤0.01%
220
-202
758
$6K ﹤0.01%
+150
759
$5.96K ﹤0.01%
125
760
$5.89K ﹤0.01%
+43
761
$5.89K ﹤0.01%
+4
762
$5.85K ﹤0.01%
280
763
$5.64K ﹤0.01%
150
764
$5.63K ﹤0.01%
100
765
$5.61K ﹤0.01%
+14
766
$5.57K ﹤0.01%
57
767
$5.43K ﹤0.01%
362
+70
768
$5.42K ﹤0.01%
+40
769
$5.4K ﹤0.01%
81
770
$5.38K ﹤0.01%
+390
771
$5.3K ﹤0.01%
+92
772
$5.28K ﹤0.01%
+142
773
$5.26K ﹤0.01%
126
774
$5.24K ﹤0.01%
+144
775
$5.2K ﹤0.01%
+204