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
$406M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.64M
3 +$1.38M
4
D icon
Dominion Energy
D
+$848K
5
LHCG
LHC Group LLC
LHCG
+$831K

Top Sells

1 +$438K
2 +$299K
3 +$275K
4
CATO icon
Cato Corp
CATO
+$269K
5
VOD icon
Vodafone
VOD
+$244K

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
$52.8K 0.01%
621
477
$52.3K 0.01%
15,708
+8,500
478
$51.9K 0.01%
320
479
$51.5K 0.01%
607
480
$51.5K 0.01%
1,537
481
$50.6K 0.01%
1,707
482
$50.3K 0.01%
1,279
+1,053
483
$50.3K 0.01%
397
484
$49.6K 0.01%
1,000
-5,540
485
$49.4K 0.01%
1,793
486
$47.4K 0.01%
3,250
487
$47.4K 0.01%
324
+24
488
$47.2K 0.01%
1,100
489
$46.2K 0.01%
1,740
490
$46.1K 0.01%
886
491
$45.9K 0.01%
1,992
492
$45.8K 0.01%
440
-40
493
$45.5K 0.01%
1,273
494
$45.3K 0.01%
1,929
495
$44.8K 0.01%
1,876
496
$44.7K 0.01%
2,689
497
$44.6K 0.01%
558
498
$44.2K 0.01%
1,000
+275
499
$44K 0.01%
1,000
500
$43.5K 0.01%
260
+15