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
376
$65.9K 0.02%
2,050
-750
377
$65.9K 0.02%
1,100
378
$65.6K 0.02%
3,500
379
$63.2K 0.02%
1,010
+998
380
$62.3K 0.02%
1,200
-400
381
$61.8K 0.02%
575
382
$60.3K 0.02%
650
383
$58.7K 0.02%
2,220
-103
384
$58.2K 0.02%
1,005
385
$57.8K 0.02%
1,397
386
$57.5K 0.02%
300
387
$57.1K 0.02%
550
388
$56.9K 0.02%
478
389
$56.9K 0.02%
1,800
390
$56.7K 0.02%
355
391
$56.6K 0.02%
2,280
-3,000
392
$56.1K 0.02%
757
393
$55.8K 0.02%
1,710
+100
394
$55.5K 0.02%
802
+269
395
$54.6K 0.02%
+2,100
396
$52.3K 0.02%
725
397
$52.1K 0.02%
370
+35
398
$51.9K 0.02%
3,676
399
$51.2K 0.02%
480
400
$50.9K 0.02%
2,100
14 15
16
17 18