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
501
$18.7K 0.01%
400
502
$18.4K 0.01%
5,208
503
$18.3K 0.01%
400
504
$18.2K 0.01%
1,550
505
$17.8K 0.01%
170
506
$17.8K 0.01%
833
507
$17.4K 0.01%
500
508
$17.3K 0.01%
370
-150
509
$17.1K 0.01%
777
510
$17K 0.01%
215
511
$16.9K 0.01%
1,000
512
$16.6K 0.01%
200
-1,420
513
$16.3K 0.01%
97
514
$16.2K 0.01%
250
515
$16.2K 0.01%
500
516
$16.2K 0.01%
273
517
$15.9K 0.01%
134
518
$15.4K 0.01%
1,300
519
$15.3K 0.01%
120
520
$15.3K 0.01%
+1,500
521
$15.1K 0.01%
1,034
522
$15K 0.01%
200
523
$14.9K 0.01%
246
524
$14.9K ﹤0.01%
139
525
$14.8K ﹤0.01%
102