AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$4.59M
2
+$4.29M
3
+$1.69M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.46M
5
ADM icon
Archer Daniels Midland
ADM
+$1.42M

Top Sells

1
+$3.62M
2
+$2.62M
3
+$2.57M
4
DLTR icon
Dollar Tree
DLTR
+$541K
5
INTC icon
Intel
INTC
+$440K

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
901
$1.41K ﹤0.01%
+4
902
$1.37K ﹤0.01%
+100
903
$1.35K ﹤0.01%
62
904
$1.3K ﹤0.01%
28
905
$1.3K ﹤0.01%
46
906
$1.27K ﹤0.01%
30
-302
907
$1.26K ﹤0.01%
84
908
$1.23K ﹤0.01%
16
+1
909
$1.21K ﹤0.01%
+6
910
$1.2K ﹤0.01%
+50
911
$1.14K ﹤0.01%
+3
912
$1.14K ﹤0.01%
13
913
$1.11K ﹤0.01%
49
-113,469
914
$1.1K ﹤0.01%
211
915
$1.1K ﹤0.01%
55
916
$1.07K ﹤0.01%
41
917
$1.07K ﹤0.01%
72
-1
918
$948 ﹤0.01%
+50
919
$927 ﹤0.01%
57
920
$906 ﹤0.01%
495
-11
921
$890 ﹤0.01%
+59
922
$870 ﹤0.01%
199
923
$866 ﹤0.01%
21
924
$802 ﹤0.01%
+17
925
$749 ﹤0.01%
20
35 36
37
38 39