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
451
$63.3K 0.02%
1,000
452
$62.9K 0.02%
959
453
$62.8K 0.02%
665
454
$61.9K 0.02%
1,000
455
$61.7K 0.02%
5,662
+5
456
$61.4K 0.02%
225
457
$60.7K 0.02%
713
+150
458
$60K 0.01%
1,200
459
$59.7K 0.01%
650
460
$59.6K 0.01%
1,183
461
$59.5K 0.01%
914
462
$59K 0.01%
1,159
463
$57.9K 0.01%
2,716
+4
464
$57.8K 0.01%
692
-22
465
$57.5K 0.01%
713
466
$56.6K 0.01%
1,800
467
$56.4K 0.01%
1,203
+280
468
$56.3K 0.01%
5,000
469
$56.2K 0.01%
1,057
470
$55.5K 0.01%
850
+425
471
$54.7K 0.01%
537
+200
472
$54.5K 0.01%
3,031
+200
473
$53.9K 0.01%
493
474
$53.6K 0.01%
1,090
475
$53.4K 0.01%
967