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
251
$182K 0.06%
6,606
+4,120
252
$180K 0.06%
3,316
253
$179K 0.06%
6,001
+1
254
$178K 0.06%
23,750
+3,750
255
$176K 0.06%
4,652
+115
256
$175K 0.06%
3,160
257
$175K 0.06%
5,475
-250
258
$175K 0.06%
13,580
-4,546
259
$171K 0.06%
1,545
260
$170K 0.06%
9,700
261
$169K 0.06%
1,175
-285
262
$165K 0.05%
3,084
-211
263
$165K 0.05%
2,766
264
$163K 0.05%
2,475
+120
265
$162K 0.05%
11,466
+300
266
$160K 0.05%
9,966
+8,685
267
$160K 0.05%
2,424
268
$158K 0.05%
1,246
-6
269
$157K 0.05%
1,550
-600
270
$156K 0.05%
2,105
+1,576
271
$156K 0.05%
2,485
+2,220
272
$153K 0.05%
2,202
273
$153K 0.05%
2,000
274
$153K 0.05%
8,672
+289
275
$152K 0.05%
1,645
9 10
11
12 13