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
151
$934K 0.14%
8,345
+8,245
152
$933K 0.14%
10,030
-119
153
$923K 0.14%
55,444
+5,006
154
$914K 0.14%
8,637
+565
155
$908K 0.14%
7,031
+2,491
156
$905K 0.14%
3,990
+2,101
157
$904K 0.14%
6,396
+5,691
158
$901K 0.14%
25,220
+8,369
159
$893K 0.14%
14,152
+4,170
160
$893K 0.14%
21,095
+6,705
161
$881K 0.13%
4,854
+3,084
162
$873K 0.13%
5,824
+337
163
$867K 0.13%
6,855
+6,002
164
$857K 0.13%
13,102
+96
165
$848K 0.13%
1,626
+360
166
$841K 0.13%
14,152
+11,634
167
$837K 0.13%
11,508
-135
168
$817K 0.12%
3,364
+1,404
169
$812K 0.12%
10,399
170
$801K 0.12%
74,967
171
$800K 0.12%
7,155
+2,195
172
$800K 0.12%
8,091
-950
173
$793K 0.12%
7,785
-252
174
$784K 0.12%
41,680
+192
175
$779K 0.12%
9,115
5 6
7
8 9