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
776
$5.16K ﹤0.01%
+276
777
$5.14K ﹤0.01%
16
+1
778
$5.13K ﹤0.01%
16
779
$5.08K ﹤0.01%
45
-50
780
$5.04K ﹤0.01%
200
-200
781
$5.02K ﹤0.01%
150
782
$4.97K ﹤0.01%
100
-520
783
$4.95K ﹤0.01%
45
784
$4.89K ﹤0.01%
79
785
$4.87K ﹤0.01%
40
786
$4.76K ﹤0.01%
104
787
$4.75K ﹤0.01%
50
788
$4.75K ﹤0.01%
35
+10
789
$4.7K ﹤0.01%
33
790
$4.66K ﹤0.01%
80
791
$4.58K ﹤0.01%
86
792
$4.53K ﹤0.01%
40
793
$4.51K ﹤0.01%
+200
794
$4.5K ﹤0.01%
54
795
$4.49K ﹤0.01%
47
-1
796
$4.43K ﹤0.01%
+231
797
$4.32K ﹤0.01%
200
798
$4.28K ﹤0.01%
50
799
$4.17K ﹤0.01%
+14
800
$4.13K ﹤0.01%
85
30 31
32
33 34