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
851
$2.51K ﹤0.01%
25
852
$2.44K ﹤0.01%
270
853
$2.4K ﹤0.01%
36
854
$2.38K ﹤0.01%
16
855
$2.34K ﹤0.01%
+44
856
$2.31K ﹤0.01%
1,500
857
$2.3K ﹤0.01%
100
858
$2.29K ﹤0.01%
436
-12
859
$2.27K ﹤0.01%
75
860
$2.21K ﹤0.01%
50
861
$2.2K ﹤0.01%
+110
862
$2.19K ﹤0.01%
100
863
$2.16K ﹤0.01%
130
864
$2.15K ﹤0.01%
80
865
$2.14K ﹤0.01%
49
866
$2.13K ﹤0.01%
100
867
$2.1K ﹤0.01%
50
868
$2.07K ﹤0.01%
480
869
$2.04K ﹤0.01%
228
-4
870
$2.04K ﹤0.01%
+30
871
$2.03K ﹤0.01%
80
872
$1.97K ﹤0.01%
+116
873
$1.96K ﹤0.01%
40
874
$1.95K ﹤0.01%
15
875
$1.91K ﹤0.01%
+12
33 34
35
36 37