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
$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
326
$168K 0.04%
3,100
+1,048
327
$167K 0.04%
2,095
-595
328
$162K 0.04%
14,868
+5,368
329
$162K 0.04%
1,505
+700
330
$161K 0.04%
2,069
+1
331
$161K 0.04%
12,000
+534
332
$160K 0.04%
3,272
333
$160K 0.04%
4,236
334
$159K 0.04%
1,300
335
$158K 0.04%
3,688
-48
336
$158K 0.04%
1,148
337
$157K 0.04%
2,752
+850
338
$155K 0.04%
9,455
339
$155K 0.04%
2,625
340
$154K 0.04%
2,424
341
$153K 0.04%
900
342
$152K 0.04%
2,700
343
$152K 0.04%
3,084
344
$150K 0.04%
6,823
+8
345
$150K 0.04%
10,250
346
$149K 0.04%
1,337
347
$147K 0.04%
1,949
348
$145K 0.04%
655
349
$142K 0.04%
6,500
+1,500
350
$141K 0.03%
2,477
12 13
14
15 16