AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$982K
2
+$749K
3
+$495K
4
EXC icon
Exelon
EXC
+$461K
5
TSN icon
Tyson Foods
TSN
+$440K

Top Sells

1
+$354K
2
+$328K
3
+$319K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$228K

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
276
$152K 0.05%
8,158
+3
277
$152K 0.05%
2,339
+372
278
$151K 0.05%
780
279
$149K 0.05%
2,170
+250
280
$147K 0.05%
663
-65
281
$147K 0.05%
4,589
+3
282
$143K 0.05%
3,000
283
$140K 0.05%
2,477
+15
284
$140K 0.05%
2,700
-300
285
$140K 0.05%
2,675
286
$136K 0.05%
1,103
287
$136K 0.05%
1,188
288
$132K 0.04%
1,700
289
$131K 0.04%
1,554
290
$130K 0.04%
2,476
291
$130K 0.04%
8,845
292
$129K 0.04%
1,190
293
$128K 0.04%
2,862
+6
294
$128K 0.04%
17,000
-3,000
295
$127K 0.04%
2,300
296
$122K 0.04%
3,145
297
$121K 0.04%
3,285
-109
298
$121K 0.04%
1,337
299
$120K 0.04%
+4,750
300
$120K 0.04%
3,950
10 11
12
13 14