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
426
$76.7K 0.02%
1,729
427
$74.8K 0.02%
1,219
428
$74.7K 0.02%
1,000
429
$74.3K 0.02%
+2,961
430
$73.9K 0.02%
7,633
-2,667
431
$73.2K 0.02%
2,500
432
$73K 0.02%
3,000
433
$72.8K 0.02%
2,903
434
$72.4K 0.02%
640
435
$71.3K 0.02%
935
436
$71.2K 0.02%
2,233
+1
437
$71K 0.02%
1,550
-100
438
$70.9K 0.02%
880
-137
439
$70.3K 0.02%
5,033
440
$69K 0.02%
2,477
+1,200
441
$68.7K 0.02%
478
442
$68.6K 0.02%
1,100
443
$67.8K 0.02%
797
444
$67K 0.02%
2,140
445
$66.2K 0.02%
3,700
-10,000
446
$65.6K 0.02%
12,377
-9,630
447
$64.4K 0.02%
2,100
448
$64K 0.02%
3,100
449
$63.4K 0.02%
2,700
-5,600
450
$63.3K 0.02%
1,000
16 17
18
19 20