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
26
$3.23M 0.79%
52,887
+151
27
$3.14M 0.77%
71,613
+573
28
$3.07M 0.76%
37,686
29
$3.05M 0.75%
27,974
+213
30
$3.02M 0.74%
164,844
+30,879
31
$2.89M 0.71%
15,924
+1,149
32
$2.81M 0.69%
6,964
33
$2.74M 0.68%
17,601
+161
34
$2.74M 0.67%
42,564
-787
35
$2.73M 0.67%
25,684
+796
36
$2.64M 0.65%
16,778
+287
37
$2.5M 0.62%
44,924
-577
38
$2.48M 0.61%
10,179
+309
39
$2.46M 0.61%
10,014
-8
40
$2.41M 0.59%
51,965
+19
41
$2.31M 0.57%
44,094
+2
42
$2.31M 0.57%
212,892
+64,542
43
$2.29M 0.57%
39,623
+142
44
$2.29M 0.56%
53,191
-67
45
$2.28M 0.56%
29,001
+80
46
$2.23M 0.55%
27,550
-2,300
47
$2.23M 0.55%
14,766
+108
48
$2.18M 0.54%
17,261
+146
49
$2.16M 0.53%
31,687
+12,436
50
$2.14M 0.53%
25,027
-242
1
2
3 4 5