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
1
$20.5M 3.12%
86,833
+2,673
2
$19.5M 2.96%
91,877
+3,681
3
$15.4M 2.34%
186,437
+2,177
4
$13M 1.98%
106,451
+10,464
5
$12.5M 1.9%
39,067
+4,373
6
$12.1M 1.85%
758,100
+40,008
7
$11.4M 1.73%
61,547
+668
8
$9.49M 1.45%
57,773
+6,088
9
$9.22M 1.4%
89,100
+7,380
10
$8.71M 1.33%
51,210
+5,674
11
$8.22M 1.25%
37,305
+1,907
12
$8.05M 1.23%
74,371
+10,100
13
$8.01M 1.22%
22,348
+705
14
$7.87M 1.2%
257,358
+149,028
15
$7.85M 1.2%
122,686
-7,381
16
$7.22M 1.1%
46,700
+5,960
17
$6.94M 1.06%
36,512
+1,706
18
$6.8M 1.04%
56,775
+3,255
19
$6.78M 1.03%
23,854
+1,628
20
$6.67M 1.02%
114,777
+22,017
21
$6.6M 1.01%
7,898
22
$6.23M 0.95%
13,106
+1,959
23
$6.21M 0.95%
250,383
-15,981
24
$6.19M 0.94%
64,093
+6,372
25
$5.89M 0.9%
23,036
+2,909
1
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