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

Top Buys

1
+$2.3M
2
+$1.64M
3
+$1.29M
4
D icon
Dominion Energy
D
+$810K
5
LHCG
LHC Group LLC
LHCG
+$740K

Top Sells

1
+$425K
2
+$289K
3
+$275K
4
VOD icon
Vodafone
VOD
+$274K
5
CATO icon
Cato Corp
CATO
+$215K

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
276
$229K 0.06%
10,086
+184
277
$229K 0.06%
3,500
-700
278
$226K 0.06%
5,924
279
$221K 0.05%
1,191
+95
280
$220K 0.05%
8,486
281
$219K 0.05%
24,891
-939
282
$219K 0.05%
2,981
283
$217K 0.05%
3,130
284
$214K 0.05%
9,375
285
$213K 0.05%
4,812
286
$213K 0.05%
2,028
+13
287
$213K 0.05%
14,300
-2,500
288
$211K 0.05%
1,775
-45
289
$210K 0.05%
2,067
-16
290
$210K 0.05%
3,075
291
$209K 0.05%
2,669
292
$209K 0.05%
4,765
+188
293
$208K 0.05%
8,450
294
$207K 0.05%
1,200
+395
295
$207K 0.05%
3,198
296
$206K 0.05%
4,605
-50
297
$205K 0.05%
5,230
+2,680
298
$204K 0.05%
2,600
299
$204K 0.05%
900
300
$203K 0.05%
8,170
+3
10 11
12
13 14