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
926
$802 ﹤0.01%
+17
927
$749 ﹤0.01%
20
928
$747 ﹤0.01%
79
929
$694 ﹤0.01%
50
930
$651 ﹤0.01%
20
931
$635 ﹤0.01%
110
932
$633 ﹤0.01%
8
933
$627 ﹤0.01%
50
934
$588 ﹤0.01%
11
935
$536 ﹤0.01%
45
936
$490 ﹤0.01%
60
937
$487 ﹤0.01%
11
-10
938
$475 ﹤0.01%
5
939
$446 ﹤0.01%
+2
940
$292 ﹤0.01%
13
941
$160 ﹤0.01%
3
942
$125 ﹤0.01%
2
943
$103 ﹤0.01%
2
944
$101 ﹤0.01%
1
945
$100 ﹤0.01%
1
946
$78 ﹤0.01%
1
947
$66 ﹤0.01%
2
948
$44 ﹤0.01%
+2
949
$20 ﹤0.01%
+1
950
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-645
36 37
38
39 40