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
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%
3,250
381
$104K 0.03%
4,050
382
$103K 0.03%
2,246
+54
383
$103K 0.03%
995
+25
384
$102K 0.03%
1,634
-50
385
$101K 0.02%
8,400
386
$101K 0.02%
780
387
$99.6K 0.02%
4,310
+300
388
$97.6K 0.02%
740
389
$97.4K 0.02%
2,450
+1,950
390
$96.7K 0.02%
2,515
+30
391
$95.8K 0.02%
2,396
392
$94.9K 0.02%
2,158
-100
393
$93K 0.02%
547
+172
394
$92.3K 0.02%
1,979
395
$91.8K 0.02%
586
+220
396
$90.6K 0.02%
1,850
397
$90.6K 0.02%
930
+20
398
$89.8K 0.02%
1,798
399
$88.9K 0.02%
5,000
400
$88.8K 0.02%
+1,860
14 15
16
17 18