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
301
$119K 0.04%
5,441
+4
302
$116K 0.04%
1,876
-150
303
$113K 0.04%
1,130
304
$113K 0.04%
2,050
305
$111K 0.04%
4,600
+250
306
$111K 0.04%
582
307
$110K 0.04%
3,578
+112
308
$108K 0.04%
2,220
-200
309
$108K 0.04%
4,050
310
$107K 0.04%
3,213
-100
311
$105K 0.03%
10,908
+9,378
312
$105K 0.03%
10,300
313
$104K 0.03%
1,950
+1,575
314
$103K 0.03%
1,243
315
$102K 0.03%
685
+185
316
$102K 0.03%
1,509
317
$102K 0.03%
420
+25
318
$101K 0.03%
940
-100
319
$98.8K 0.03%
780
320
$98K 0.03%
767
321
$97.7K 0.03%
1,735
-2
322
$95.7K 0.03%
1,035
323
$95.3K 0.03%
300
324
$94.1K 0.03%
1,135
325
$92.1K 0.03%
5,319
-365
11 12
13
14 15