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
$406M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.64M
3
+$1.38M
4
D icon
Dominion Energy
D
+$848K
5
LHCG
LHC Group LLC
LHCG
+$831K

Top Sells

1
+$438K
2
+$299K
3
+$275K
4
CATO icon
Cato Corp
CATO
+$269K
5
VOD icon
Vodafone
VOD
+$244K

Sector Composition

1 Financials 13.43%
2 Healthcare 11.86%
3 Technology 11.16%
4 Industrials 9.31%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343K 0.08%
2,370
227
$334K 0.08%
5,350
+175
228
$334K 0.08%
17,935
+1,035
229
$331K 0.08%
14,835
-825
230
$330K 0.08%
5,240
231
$329K 0.08%
1,475
232
$328K 0.08%
21,006
-1,800
233
$320K 0.08%
28,875
234
$315K 0.08%
13,008
+1,000
235
$315K 0.08%
9,000
236
$315K 0.08%
25,200
237
$313K 0.08%
12,700
-10,932
238
$308K 0.08%
14,760
-1,250
239
$307K 0.08%
4,415
-625
240
$306K 0.08%
3,867
241
$304K 0.07%
5,655
-50
242
$302K 0.07%
3,613
+288
243
$300K 0.07%
4,105
+110
244
$299K 0.07%
3,201
245
$297K 0.07%
11,500
+10,154
246
$296K 0.07%
6,400
247
$294K 0.07%
1,582
+57
248
$287K 0.07%
30,000
249
$283K 0.07%
13,627
+2,060
250
$274K 0.07%
3,006
-101
8 9
10
11 12