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
76
$2.39M 0.36%
46,225
+1,056
77
$2.36M 0.36%
32,350
+1,046
78
$2.35M 0.36%
10,617
-558
79
$2.32M 0.35%
27,550
+4,347
80
$2.32M 0.35%
39,679
-99
81
$2.3M 0.35%
21,961
+7,461
82
$2.26M 0.34%
16,932
+2,786
83
$2.2M 0.34%
29,157
84
$2.19M 0.33%
10,593
+50
85
$2.11M 0.32%
8,491
+1,505
86
$2.11M 0.32%
5,325
-44
87
$2.06M 0.31%
27,331
-2,822
88
$2.01M 0.31%
22,676
+8,803
89
$1.89M 0.29%
8,168
+5,172
90
$1.87M 0.28%
55,185
+5,580
91
$1.86M 0.28%
52,435
+1,335
92
$1.84M 0.28%
8,597
-209
93
$1.83M 0.28%
9,662
+451
94
$1.79M 0.27%
8,987
+1,514
95
$1.79M 0.27%
31,412
+25,884
96
$1.75M 0.27%
7,984
+628
97
$1.73M 0.26%
14,616
+2,281
98
$1.72M 0.26%
31,418
+13,670
99
$1.72M 0.26%
4,888
+605
100
$1.72M 0.26%
4,893
+989
2 3
4
5 6