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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$763K
3
+$527K
4
EXC icon
Exelon
EXC
+$466K
5
TSN icon
Tyson Foods
TSN
+$449K

Top Sells

1
+$344K
2
+$319K
3
+$301K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$208K

Sector Composition

1 Healthcare 15.67%
2 Financials 14.42%
3 Industrials 11.71%
4 Technology 10.44%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K 0.08%
9,508
+1,688
227
$233K 0.08%
4,200
-150
228
$230K 0.08%
13,700
229
$228K 0.08%
5,527
+2,085
230
$224K 0.07%
3,230
-32
231
$221K 0.07%
1,836
232
$220K 0.07%
13,740
+1,904
233
$212K 0.07%
3,431
+1,172
234
$212K 0.07%
2,869
235
$211K 0.07%
1,662
-105
236
$210K 0.07%
1,476
+251
237
$202K 0.07%
3,428
238
$200K 0.07%
2,860
+2,695
239
$200K 0.07%
62,800
+4,000
240
$199K 0.07%
10,878
+48
241
$198K 0.07%
1,677
-7
242
$196K 0.07%
3,198
243
$195K 0.06%
8,845
+300
244
$195K 0.06%
1,500
-45
245
$192K 0.06%
1,600
246
$189K 0.06%
5,750
-700
247
$189K 0.06%
5,295
+75
248
$187K 0.06%
3,725
249
$187K 0.06%
2,620
250
$185K 0.06%
1,300
+280
8 9
10
11 12