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
801
$4.09K ﹤0.01%
207
-12,515
802
$4.09K ﹤0.01%
180
+100
803
$4.06K ﹤0.01%
+186
804
$4.02K ﹤0.01%
70
-488
805
$4.01K ﹤0.01%
50
806
$4K ﹤0.01%
58
807
$3.99K ﹤0.01%
216
-8
808
$3.98K ﹤0.01%
66
809
$3.96K ﹤0.01%
320
810
$3.93K ﹤0.01%
200
-200
811
$3.87K ﹤0.01%
105
812
$3.75K ﹤0.01%
62
-83
813
$3.75K ﹤0.01%
250
814
$3.74K ﹤0.01%
52
815
$3.73K ﹤0.01%
+26
816
$3.73K ﹤0.01%
15
817
$3.69K ﹤0.01%
50
818
$3.67K ﹤0.01%
50
-12
819
$3.66K ﹤0.01%
13
820
$3.66K ﹤0.01%
30
821
$3.6K ﹤0.01%
+64
822
$3.6K ﹤0.01%
250
-2
823
$3.59K ﹤0.01%
+34
824
$3.53K ﹤0.01%
103
825
$3.51K ﹤0.01%
102
31 32
33
34 35