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
326
$91.4K 0.03%
5,750
+200
327
$90.7K 0.03%
1,850
328
$88.1K 0.03%
2,000
329
$87.6K 0.03%
3,100
330
$87.2K 0.03%
1,750
-125
331
$87K 0.03%
4,040
332
$85.3K 0.03%
1,425
333
$85K 0.03%
2,550
334
$84.8K 0.03%
2,727
+118
335
$84.5K 0.03%
+4,800
336
$84.4K 0.03%
1,080
337
$84.1K 0.03%
770
+260
338
$84.1K 0.03%
3,200
-1,200
339
$83.3K 0.03%
1,148
340
$82.8K 0.03%
1,000
-170
341
$82.5K 0.03%
2,092
-160
342
$82K 0.03%
2,070
343
$82K 0.03%
1,683
344
$81.6K 0.03%
579
-60
345
$80.7K 0.03%
+5,300
346
$80.5K 0.03%
1,945
347
$80K 0.03%
630
348
$79.5K 0.03%
1,850
349
$78.6K 0.03%
1,571
-97
350
$78.2K 0.03%
1,000
12 13
14
15 16