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
451
$30.3K 0.01%
1,000
452
$30.1K 0.01%
225
453
$30K 0.01%
285
454
$29.9K 0.01%
+2,000
455
$29.8K 0.01%
285
+85
456
$29.5K 0.01%
4,850
+986
457
$28.6K 0.01%
600
458
$28.4K 0.01%
277
+82
459
$28.3K 0.01%
828
460
$28.2K 0.01%
225
461
$28.1K 0.01%
1,250
462
$27.8K 0.01%
300
463
$27.8K 0.01%
277
464
$27.1K 0.01%
1,600
465
$26.9K 0.01%
725
466
$26.7K 0.01%
740
467
$26.6K 0.01%
800
468
$26.5K 0.01%
425
469
$26.4K 0.01%
133
470
$26.2K 0.01%
983
+15
471
$26.2K 0.01%
666
472
$25.9K 0.01%
6,000
473
$25.3K 0.01%
+1,050
474
$25.2K 0.01%
240
475
$25.1K 0.01%
340