AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
301
$200K 0.05%
2,000
302
$199K 0.05%
4,407
303
$198K 0.05%
8,099
304
$198K 0.05%
2,866
305
$198K 0.05%
2,496
-5
306
$196K 0.05%
8,158
307
$196K 0.05%
4,017
-14
308
$195K 0.05%
7,942
309
$194K 0.05%
3,089
-686
310
$190K 0.05%
5,110
311
$187K 0.05%
2,500
-4,000
312
$186K 0.05%
3,764
-453
313
$185K 0.05%
2,277
+390
314
$182K 0.04%
8,208
+7
315
$180K 0.04%
4,100
316
$180K 0.04%
2,600
317
$178K 0.04%
10,000
318
$174K 0.04%
3,000
319
$173K 0.04%
5,475
320
$173K 0.04%
2,475
321
$172K 0.04%
1,592
322
$172K 0.04%
10,422
+2,866
323
$171K 0.04%
1,995
+50
324
$169K 0.04%
1,870
+871
325
$168K 0.04%
6,750
11 12
13
14 15