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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$982K
2
+$749K
3
+$495K
4
EXC icon
Exelon
EXC
+$461K
5
TSN icon
Tyson Foods
TSN
+$440K

Top Sells

1
+$354K
2
+$328K
3
+$319K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$228K

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
$25K 0.01%
448
477
$24.7K 0.01%
376
478
$24.6K 0.01%
560
479
$24.6K 0.01%
500
480
$24.2K 0.01%
1,000
481
$24K 0.01%
623
482
$23.8K 0.01%
435
+4
483
$23.7K 0.01%
1,042
-1
484
$23.5K 0.01%
703
485
$23.2K 0.01%
2,400
486
$22.3K 0.01%
+400
487
$22.3K 0.01%
1,240
488
$21.8K 0.01%
850
489
$21K 0.01%
526
490
$20.9K 0.01%
100
491
$20.7K 0.01%
233
492
$20K 0.01%
183
-20
493
$19.7K 0.01%
300
494
$19.7K 0.01%
2,000
495
$19.5K 0.01%
155
496
$19.3K 0.01%
+500
497
$19K 0.01%
1,699
498
$18.9K 0.01%
422
499
$18.7K 0.01%
400
500
$18.4K 0.01%
5,208
18 19
20
21 22