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
476
$52.3K 0.01%
15,708
+8,500
477
$51.9K 0.01%
320
478
$51.5K 0.01%
607
479
$51.5K 0.01%
1,537
480
$50.6K 0.01%
1,707
481
$50.3K 0.01%
1,279
+1,053
482
$50.3K 0.01%
397
483
$49.6K 0.01%
1,000
-5,540
484
$49.4K 0.01%
1,793
485
$47.4K 0.01%
3,250
486
$47.4K 0.01%
324
+24
487
$47.2K 0.01%
1,100
488
$46.2K 0.01%
1,740
489
$46.1K 0.01%
886
490
$45.9K 0.01%
1,992
491
$45.8K 0.01%
440
-40
492
$45.5K 0.01%
1,273
493
$45.3K 0.01%
1,929
494
$44.8K 0.01%
1,876
495
$44.7K 0.01%
2,689
496
$44.6K 0.01%
558
497
$44.2K 0.01%
1,000
+275
498
$44K 0.01%
1,000
499
$43.5K 0.01%
260
+15
500
$43.3K 0.01%
1,200
18 19
20
21 22