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
876
$1.9K ﹤0.01%
+40
877
$1.89K ﹤0.01%
606
878
$1.86K ﹤0.01%
42
-31
879
$1.84K ﹤0.01%
3
-2
880
$1.83K ﹤0.01%
+91
881
$1.8K ﹤0.01%
40
882
$1.79K ﹤0.01%
+100
883
$1.78K ﹤0.01%
+24
884
$1.77K ﹤0.01%
+30
885
$1.76K ﹤0.01%
54
886
$1.7K ﹤0.01%
12
887
$1.68K ﹤0.01%
+4
888
$1.67K ﹤0.01%
+15
889
$1.64K ﹤0.01%
+40
890
$1.63K ﹤0.01%
+50
891
$1.62K ﹤0.01%
150
892
$1.61K ﹤0.01%
166
893
$1.6K ﹤0.01%
40
894
$1.56K ﹤0.01%
+50
895
$1.54K ﹤0.01%
+11
896
$1.53K ﹤0.01%
30
897
$1.53K ﹤0.01%
+80
898
$1.51K ﹤0.01%
+159
899
$1.46K ﹤0.01%
50
900
$1.45K ﹤0.01%
10
34 35
36
37 38