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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$749K
3
+$495K
4
EXC icon
Exelon
EXC
+$461K
5
TSN icon
Tyson Foods
TSN
+$440K

Top Sells

1
+$354K
2
+$328K
3
+$319K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$228K

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
$49.7K 0.02%
1,414
-596
402
$49.5K 0.02%
8,029
-5,000
403
$48K 0.02%
500
404
$47.9K 0.02%
1,000
405
$47.7K 0.02%
954
+50
406
$47.1K 0.02%
245
-15
407
$46.9K 0.02%
1,227
-100
408
$46.1K 0.02%
+515
409
$45.5K 0.02%
5,000
410
$45.4K 0.02%
760
411
$45.1K 0.02%
1,100
412
$44.8K 0.01%
2,222
-2,501
413
$44.4K 0.01%
2,575
-300
414
$44.2K 0.01%
1,800
+150
415
$43.8K 0.01%
2,888
416
$43.5K 0.01%
675
417
$43K 0.01%
7,507
418
$42.8K 0.01%
1,300
419
$41.7K 0.01%
549
420
$41.1K 0.01%
1,800
+700
421
$40.7K 0.01%
266
+75
422
$40.7K 0.01%
489
+128
423
$40.6K 0.01%
1,000
424
$40.3K 0.01%
346
425
$39.8K 0.01%
319
15 16
17
18 19