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
451
$62.9K 0.02%
959
452
$62.8K 0.02%
665
453
$61.9K 0.02%
1,000
454
$61.7K 0.02%
5,662
+5
455
$61.4K 0.02%
225
456
$60.7K 0.02%
713
+150
457
$60K 0.01%
1,200
458
$59.7K 0.01%
650
459
$59.6K 0.01%
1,183
460
$59.5K 0.01%
914
461
$59K 0.01%
1,159
462
$57.9K 0.01%
2,716
+4
463
$57.8K 0.01%
692
-22
464
$57.5K 0.01%
713
465
$56.6K 0.01%
1,800
466
$56.4K 0.01%
1,203
+280
467
$56.3K 0.01%
5,000
468
$56.2K 0.01%
1,057
469
$55.5K 0.01%
850
+425
470
$54.7K 0.01%
537
+200
471
$54.5K 0.01%
3,031
+200
472
$53.9K 0.01%
986
473
$53.6K 0.01%
1,090
474
$53.4K 0.01%
967
475
$52.8K 0.01%
621
17 18
19
20 21