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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$749K
3
+$495K
4
EXC icon
Exelon
EXC
+$461K
5
TSN icon
Tyson Foods
TSN
+$440K

Top Sells

1
+$354K
2
+$328K
3
+$319K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$228K

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
351
$78K 0.03%
4,490
+131
352
$77.8K 0.03%
1,000
353
$77.3K 0.03%
5,033
354
$77.2K 0.03%
530
355
$76.1K 0.03%
2,610
+250
356
$76K 0.03%
1,200
+265
357
$75.9K 0.03%
5,950
+400
358
$75.8K 0.03%
5,532
359
$75.4K 0.03%
1,989
360
$75K 0.02%
2,417
+302
361
$74.7K 0.02%
6,000
362
$74.6K 0.02%
700
363
$74.4K 0.02%
1,650
-50
364
$74K 0.02%
2,700
+2,500
365
$72.5K 0.02%
9,400
366
$71.8K 0.02%
6,600
367
$71.1K 0.02%
490
368
$70.7K 0.02%
3,778
369
$68.4K 0.02%
1,246
370
$68.1K 0.02%
+1,027
371
$68.1K 0.02%
2,760
+60
372
$67.7K 0.02%
360
373
$67.5K 0.02%
1,000
374
$66.5K 0.02%
1,200
375
$65.9K 0.02%
2,050
-750
13 14
15
16 17