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
26
$2.65M 0.88%
23,969
+25
27
$2.64M 0.88%
78,322
-577
28
$2.6M 0.86%
6,964
29
$2.51M 0.83%
28,786
+613
30
$2.46M 0.82%
51,430
-386
31
$2.46M 0.81%
54,040
+1,040
32
$2.43M 0.81%
39,800
33
$2.34M 0.78%
45,539
+2
34
$2.34M 0.77%
47,701
-224
35
$2.31M 0.77%
95,422
-850
36
$2.27M 0.75%
29,514
+4,185
37
$2.25M 0.75%
48,268
38
$2.24M 0.74%
74,532
+1,344
39
$2.16M 0.72%
1,154
-17
40
$2.12M 0.7%
73,692
-3,310
41
$2.11M 0.7%
27,251
+393
42
$2.11M 0.7%
38,122
-325
43
$2.11M 0.7%
54,100
+2,630
44
$2.06M 0.68%
44,100
-100
45
$2.05M 0.68%
10,375
-59
46
$2.05M 0.68%
42,360
-140
47
$2.05M 0.68%
112,656
-2,100
48
$2M 0.66%
22,496
+49
49
$1.86M 0.62%
15,302
-123
50
$1.74M 0.58%
9,405
+110
1
2
3 4 5