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
101
$1.71M 0.26%
8,774
+1,845
102
$1.69M 0.26%
34,485
-1,419
103
$1.67M 0.25%
717
+167
104
$1.63M 0.25%
3,882
+555
105
$1.6M 0.24%
18,576
+16,940
106
$1.53M 0.23%
8,065
-334
107
$1.51M 0.23%
19,525
+684
108
$1.5M 0.23%
7,825
-50
109
$1.48M 0.23%
7,458
-175
110
$1.46M 0.22%
7,950
+1,363
111
$1.43M 0.22%
31,674
+6,117
112
$1.43M 0.22%
5,607
-265
113
$1.4M 0.21%
12,563
+2,937
114
$1.4M 0.21%
14,286
115
$1.4M 0.21%
9,900
+1,469
116
$1.38M 0.21%
6,827
+843
117
$1.37M 0.21%
49,403
118
$1.36M 0.21%
5,506
+230
119
$1.35M 0.21%
8,378
+4,768
120
$1.35M 0.21%
6,006
+3,115
121
$1.35M 0.2%
109,825
+1,588
122
$1.34M 0.2%
21,965
-182
123
$1.3M 0.2%
8,607
+1,065
124
$1.27M 0.19%
9,144
+5,427
125
$1.24M 0.19%
14,003
-148
3 4
5
6 7