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
426
$39.8K 0.01%
319
427
$39.8K 0.01%
654
428
$39.7K 0.01%
1,000
429
$39.4K 0.01%
735
430
$38.9K 0.01%
1,000
431
$38.8K 0.01%
1,050
-150
432
$38.6K 0.01%
1,121
433
$38.3K 0.01%
800
-7,185
434
$38.2K 0.01%
700
435
$37.7K 0.01%
725
+213
436
$37.5K 0.01%
2,330
-162
437
$36.8K 0.01%
420
-10
438
$36.4K 0.01%
225
439
$36.1K 0.01%
874
+593
440
$35.2K 0.01%
260
441
$35K 0.01%
1,868
442
$35K 0.01%
450
+262
443
$34.3K 0.01%
650
-100
444
$33.5K 0.01%
200
445
$32.7K 0.01%
523
-65
446
$32.5K 0.01%
303
447
$32.5K 0.01%
995
-210
448
$32.4K 0.01%
750
+230
449
$32.2K 0.01%
1,800
450
$31.9K 0.01%
2,500
16 17
18
19 20