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
$406M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.64M
3
+$1.38M
4
D icon
Dominion Energy
D
+$848K
5
LHCG
LHC Group LLC
LHCG
+$831K

Top Sells

1
+$438K
2
+$299K
3
+$275K
4
CATO icon
Cato Corp
CATO
+$269K
5
VOD icon
Vodafone
VOD
+$244K

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
$76.9K 0.02%
1,456
427
$76.7K 0.02%
1,729
428
$74.8K 0.02%
1,219
429
$74.7K 0.02%
1,000
430
$74.3K 0.02%
+2,961
431
$73.9K 0.02%
7,633
-2,667
432
$73.2K 0.02%
2,500
433
$73K 0.02%
3,000
434
$72.8K 0.02%
2,903
435
$72.4K 0.02%
640
436
$71.3K 0.02%
935
437
$71.2K 0.02%
2,233
+1
438
$71K 0.02%
1,550
-100
439
$70.9K 0.02%
880
-137
440
$70.3K 0.02%
5,033
441
$69K 0.02%
2,477
+1,200
442
$68.7K 0.02%
478
443
$68.6K 0.02%
1,100
444
$67.8K 0.02%
797
445
$67K 0.02%
2,140
446
$66.2K 0.02%
3,700
-10,000
447
$65.6K 0.02%
12,377
-9,630
448
$64.4K 0.02%
2,100
449
$64K 0.02%
3,100
450
$63.4K 0.02%
2,700
-5,600
16 17
18
19 20