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
826
$3.49K ﹤0.01%
24
-12
827
$3.47K ﹤0.01%
58
-2
828
$3.39K ﹤0.01%
168
-2
829
$3.37K ﹤0.01%
40
830
$3.36K ﹤0.01%
50
831
$3.27K ﹤0.01%
1,005
-15
832
$3.21K ﹤0.01%
40
833
$3.1K ﹤0.01%
+90
834
$3K ﹤0.01%
20
835
$2.96K ﹤0.01%
22
836
$2.9K ﹤0.01%
16
-5
837
$2.89K ﹤0.01%
167
838
$2.82K ﹤0.01%
46
839
$2.81K ﹤0.01%
35
840
$2.81K ﹤0.01%
52
841
$2.8K ﹤0.01%
+120
842
$2.79K ﹤0.01%
+10
843
$2.76K ﹤0.01%
21
+20
844
$2.74K ﹤0.01%
50
845
$2.71K ﹤0.01%
81
846
$2.66K ﹤0.01%
100
847
$2.65K ﹤0.01%
50
848
$2.59K ﹤0.01%
50
849
$2.56K ﹤0.01%
66
850
$2.56K ﹤0.01%
+59
32 33
34
35 36