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
476
$25.2K 0.01%
240
477
$25.1K 0.01%
340
478
$25K 0.01%
448
479
$24.7K 0.01%
376
480
$24.6K 0.01%
560
481
$24.6K 0.01%
500
482
$24.2K 0.01%
1,000
483
$24K 0.01%
623
484
$23.8K 0.01%
435
+4
485
$23.7K 0.01%
1,042
-1
486
$23.5K 0.01%
703
487
$23.2K 0.01%
2,400
488
$22.3K 0.01%
+400
489
$22.3K 0.01%
1,240
490
$21.8K 0.01%
850
491
$21K 0.01%
397
492
$20.9K 0.01%
100
493
$20.7K 0.01%
233
494
$20K 0.01%
183
-20
495
$19.7K 0.01%
300
496
$19.7K 0.01%
2,000
497
$19.5K 0.01%
155
498
$19.3K 0.01%
+500
499
$19K 0.01%
1,699
500
$18.9K 0.01%
211