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
401
$88.7K 0.02%
800
402
$86.4K 0.02%
1,148
403
$86K 0.02%
603
404
$86K 0.02%
4,400
405
$85.7K 0.02%
5,532
406
$85.7K 0.02%
360
407
$85.4K 0.02%
3,080
408
$85.4K 0.02%
1,375
-1,385
409
$85.4K 0.02%
1,250
410
$84K 0.02%
914
411
$83.7K 0.02%
1,461
+49
412
$83.1K 0.02%
6,374
+55
413
$82.1K 0.02%
1,546
414
$81.5K 0.02%
763
-125
415
$81.1K 0.02%
8,350
-8,000
416
$80.9K 0.02%
2,305
-790
417
$80.9K 0.02%
1,200
418
$80.3K 0.02%
1,850
419
$80.2K 0.02%
3,391
420
$79.4K 0.02%
3,074
+2
421
$78.6K 0.02%
1,241
422
$77.4K 0.02%
1,175
+450
423
$77.1K 0.02%
360
-110
424
$77.1K 0.02%
3,360
425
$76.9K 0.02%
1,456
15 16
17
18 19