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
376
$106K 0.03%
9,672
+1,200
377
$106K 0.03%
3,460
-380
378
$106K 0.03%
2,050
379
$105K 0.03%
600
380
$105K 0.03%
1,512
381
$105K 0.03%
3,250
382
$104K 0.03%
4,050
383
$103K 0.03%
2,246
+54
384
$103K 0.03%
995
+25
385
$102K 0.03%
1,634
-50
386
$101K 0.02%
8,400
387
$101K 0.02%
780
388
$99.6K 0.02%
4,310
+300
389
$97.6K 0.02%
740
390
$97.4K 0.02%
2,450
+1,950
391
$96.7K 0.02%
2,515
+30
392
$95.8K 0.02%
2,396
393
$94.9K 0.02%
2,158
-100
394
$93K 0.02%
547
+172
395
$92.3K 0.02%
1,979
396
$91.8K 0.02%
586
+220
397
$90.6K 0.02%
1,850
398
$90.6K 0.02%
930
+20
399
$89.8K 0.02%
1,798
400
$88.9K 0.02%
5,000
14 15
16
17 18