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
201
$598K 0.09%
2,461
202
$591K 0.09%
6,974
-200
203
$589K 0.09%
3,420
+252
204
$587K 0.09%
21,625
+2,750
205
$563K 0.09%
3,924
+1,829
206
$547K 0.08%
27,395
207
$545K 0.08%
3,977
+690
208
$541K 0.08%
7,134
209
$535K 0.08%
1,635
+1,200
210
$533K 0.08%
1,071
+387
211
$529K 0.08%
1,415
+247
212
$525K 0.08%
15,574
213
$523K 0.08%
3,323
+2,065
214
$512K 0.08%
4,100
+2,635
215
$502K 0.08%
4,930
+2,995
216
$496K 0.08%
8,330
+5,800
217
$493K 0.08%
2,872
+1
218
$481K 0.07%
2,796
219
$470K 0.07%
10,280
-5,374
220
$469K 0.07%
13,250
221
$466K 0.07%
3,287
+2,090
222
$460K 0.07%
8,837
+69
223
$454K 0.07%
1,654
224
$452K 0.07%
9,993
+83
225
$451K 0.07%
14,797
+55
7 8
9
10 11