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
126
$1.21M 0.19%
32,925
+6,850
127
$1.21M 0.18%
47,587
-363
128
$1.2M 0.18%
4,328
+1,050
129
$1.18M 0.18%
22,972
130
$1.17M 0.18%
5,267
+265
131
$1.16M 0.18%
14,690
+100
132
$1.15M 0.18%
32,389
-436
133
$1.15M 0.18%
3,110
-498
134
$1.14M 0.17%
10,450
135
$1.11M 0.17%
4,602
+1,300
136
$1.1M 0.17%
13,377
+800
137
$1.1M 0.17%
23,199
+38
138
$1.08M 0.16%
3,828
+905
139
$1.05M 0.16%
11,684
+8,288
140
$1.04M 0.16%
13,857
-1,052
141
$1.02M 0.16%
3,430
+220
142
$1.02M 0.15%
7,980
-145
143
$1.02M 0.15%
19,800
-1,500
144
$1M 0.15%
37,000
+8,180
145
$997K 0.15%
27,606
-7,275
146
$995K 0.15%
2,773
+1,195
147
$987K 0.15%
40,620
+12,573
148
$968K 0.15%
1,284
+535
149
$967K 0.15%
4,515
-643
150
$962K 0.15%
4,748
+1,575
4 5
6
7 8