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
251
$274K 0.07%
9,638
+188
252
$271K 0.07%
2,512
253
$270K 0.07%
+4,817
254
$268K 0.07%
3,225
+827
255
$267K 0.07%
20,072
256
$267K 0.07%
11,676
257
$264K 0.07%
13,625
258
$260K 0.06%
2,470
259
$257K 0.06%
6,107
-3,780
260
$255K 0.06%
14,253
+7,923
261
$255K 0.06%
3,053
262
$253K 0.06%
6,665
+5
263
$252K 0.06%
3,455
+452
264
$248K 0.06%
1,657
265
$248K 0.06%
7,400
266
$246K 0.06%
2,048
-692
267
$243K 0.06%
1,302
268
$242K 0.06%
11,472
+52
269
$241K 0.06%
6,854
-100
270
$240K 0.06%
1,140
271
$237K 0.06%
9,820
272
$237K 0.06%
8,750
273
$237K 0.06%
4,095
274
$231K 0.06%
3,150
-644
275
$230K 0.06%
1,600
9 10
11
12 13