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
$406M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.64M
3
+$1.29M
4
D icon
Dominion Energy
D
+$810K
5
LHCG
LHC Group LLC
LHCG
+$740K

Top Sells

1
+$425K
2
+$289K
3
+$275K
4
VOD icon
Vodafone
VOD
+$274K
5
CATO icon
Cato Corp
CATO
+$215K

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
351
$139K 0.03%
2,687
+923
352
$139K 0.03%
1,405
-100
353
$132K 0.03%
3,529
+506
354
$131K 0.03%
4,586
+296
355
$130K 0.03%
2,550
+200
356
$130K 0.03%
5,700
357
$130K 0.03%
3,000
358
$128K 0.03%
2,476
359
$128K 0.03%
2,950
360
$127K 0.03%
4,788
-49
361
$127K 0.03%
2,044
362
$125K 0.03%
2,156
+158
363
$125K 0.03%
920
-15
364
$116K 0.03%
5,461
+5
365
$116K 0.03%
1,816
-200
366
$115K 0.03%
704
+75
367
$114K 0.03%
1,745
+1,090
368
$114K 0.03%
2,920
369
$110K 0.03%
3,207
-1,145
370
$110K 0.03%
1,049
371
$110K 0.03%
2,092
-13
372
$109K 0.03%
1,836
+600
373
$108K 0.03%
1,480
-300
374
$107K 0.03%
1,065
375
$107K 0.03%
300
13 14
15
16 17