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
401
$50.2K 0.02%
2,525
+2,425
402
$49.7K 0.02%
1,414
-596
403
$49.5K 0.02%
8,029
-5,000
404
$48K 0.02%
500
405
$47.9K 0.02%
1,000
406
$47.7K 0.02%
954
+50
407
$47.1K 0.02%
245
-15
408
$46.9K 0.02%
1,227
-100
409
$46.1K 0.02%
+515
410
$45.5K 0.02%
5,000
411
$45.4K 0.02%
760
412
$45.1K 0.02%
1,100
413
$44.8K 0.01%
2,222
-2,501
414
$44.4K 0.01%
2,575
-300
415
$44.2K 0.01%
1,800
+150
416
$43.8K 0.01%
2,888
417
$43.5K 0.01%
675
418
$43K 0.01%
7,507
419
$42.8K 0.01%
1,300
420
$41.7K 0.01%
549
421
$41.1K 0.01%
1,800
+700
422
$40.7K 0.01%
266
+75
423
$40.7K 0.01%
489
+128
424
$40.6K 0.01%
1,000
425
$40.3K 0.01%
346
15 16
17
18 19