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
426
$39.8K 0.01%
654
427
$39.7K 0.01%
1,000
428
$39.4K 0.01%
735
429
$38.9K 0.01%
1,000
430
$38.8K 0.01%
1,050
-150
431
$38.6K 0.01%
1,121
432
$38.3K 0.01%
800
-7,185
433
$37.7K 0.01%
1,450
+426
434
$37.5K 0.01%
2,330
-162
435
$36.8K 0.01%
420
-10
436
$36.4K 0.01%
225
437
$36.1K 0.01%
874
+593
438
$35.2K 0.01%
260
439
$35K 0.01%
1,868
440
$35K 0.01%
450
+262
441
$34.3K 0.01%
650
-100
442
$33.5K 0.01%
200
443
$32.7K 0.01%
523
-65
444
$32.5K 0.01%
303
445
$32.5K 0.01%
995
-210
446
$32.4K 0.01%
750
+230
447
$32.2K 0.01%
1,800
448
$31.9K 0.01%
2,500
449
$31.6K 0.01%
1,000
450
$30.8K 0.01%
3,169
16 17
18
19 20