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
451
$31.6K 0.01%
1,000
452
$30.8K 0.01%
3,169
453
$30.3K 0.01%
1,000
454
$30.1K 0.01%
225
455
$30K 0.01%
285
456
$29.9K 0.01%
+2,000
457
$29.8K 0.01%
285
+85
458
$29.5K 0.01%
4,850
+986
459
$28.6K 0.01%
600
460
$28.4K 0.01%
277
+82
461
$28.3K 0.01%
828
462
$28.2K 0.01%
225
463
$28.1K 0.01%
1,250
464
$27.8K 0.01%
300
465
$27.8K 0.01%
277
466
$27.1K 0.01%
1,600
467
$26.9K 0.01%
725
468
$26.7K 0.01%
740
469
$26.6K 0.01%
800
470
$26.5K 0.01%
425
471
$26.4K 0.01%
133
472
$26.2K 0.01%
983
+15
473
$26.2K 0.01%
666
474
$25.9K 0.01%
6,000
475
$25.3K 0.01%
+1,050