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
926
$747 ﹤0.01%
79
927
$694 ﹤0.01%
50
928
$651 ﹤0.01%
20
929
$635 ﹤0.01%
110
930
$633 ﹤0.01%
8
931
$627 ﹤0.01%
50
932
$588 ﹤0.01%
11
933
$536 ﹤0.01%
45
934
$490 ﹤0.01%
60
935
$487 ﹤0.01%
11
-10
936
$475 ﹤0.01%
5
937
$446 ﹤0.01%
+2
938
$292 ﹤0.01%
13
939
$160 ﹤0.01%
3
940
$125 ﹤0.01%
2
941
$103 ﹤0.01%
2
942
$101 ﹤0.01%
1
943
$100 ﹤0.01%
1
944
$78 ﹤0.01%
1
945
$66 ﹤0.01%
2
946
$44 ﹤0.01%
+2
947
$20 ﹤0.01%
+1
948
– –
-100
949
– –
-12
950
– –
-144
36 37
38
39 40