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
176
$776K 0.12%
8,712
+3,965
177
$774K 0.12%
34,153
+24,815
178
$771K 0.12%
2,358
-40
179
$767K 0.12%
13,740
-949
180
$757K 0.12%
10,923
+9,765
181
$741K 0.11%
14,235
182
$739K 0.11%
3,666
183
$734K 0.11%
2,268
+280
184
$719K 0.11%
6,675
+2,905
185
$715K 0.11%
32,480
+5,494
186
$708K 0.11%
21,431
+6,507
187
$697K 0.11%
13,627
-200
188
$693K 0.11%
8,827
+6
189
$686K 0.1%
1,790
+985
190
$681K 0.1%
7,416
+1,293
191
$676K 0.1%
9,100
+1,895
192
$674K 0.1%
480
+104
193
$652K 0.1%
5,199
-52
194
$644K 0.1%
10,621
+1,726
195
$630K 0.1%
8,174
196
$627K 0.1%
5,454
+1,600
197
$612K 0.09%
2,748
+1,065
198
$609K 0.09%
2,268
-1,135
199
$609K 0.09%
6,025
+2,400
200
$607K 0.09%
10,800
6 7
8
9 10