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
501
$18.3K 0.01%
400
502
$18.2K 0.01%
1,550
503
$17.8K 0.01%
170
504
$17.8K 0.01%
833
505
$17.4K 0.01%
500
506
$17.3K 0.01%
370
-150
507
$17.1K 0.01%
777
508
$17K 0.01%
215
509
$16.9K 0.01%
1,000
510
$16.6K 0.01%
200
-1,420
511
$16.3K 0.01%
97
512
$16.2K 0.01%
500
513
$16.2K 0.01%
500
514
$16.2K 0.01%
273
515
$15.9K 0.01%
134
516
$15.4K 0.01%
1,300
517
$15.3K 0.01%
120
518
$15.3K 0.01%
+1,500
519
$15.1K 0.01%
1,034
520
$15K 0.01%
200
521
$14.9K 0.01%
246
522
$14.9K ﹤0.01%
139
523
$14.8K ﹤0.01%
102
524
$14.8K ﹤0.01%
100
-611
525
$14.7K ﹤0.01%
400
19 20
21
22 23