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
501
$43.3K 0.01%
1,200
502
$43.1K 0.01%
650
503
$43.1K 0.01%
319
504
$43K 0.01%
1,000
505
$42.8K 0.01%
986
506
$42.7K 0.01%
340
507
$42.5K 0.01%
+350
508
$42.4K 0.01%
325
-225
509
$42.3K 0.01%
7,507
510
$42.3K 0.01%
1,008
511
$42K 0.01%
1,050
512
$42K 0.01%
+550
513
$42K 0.01%
346
514
$41.9K 0.01%
937
515
$41.1K 0.01%
965
+840
516
$39.7K 0.01%
255
517
$39.4K 0.01%
+600
518
$39K 0.01%
800
-500
519
$37.8K 0.01%
352
520
$37.5K 0.01%
247
+40
521
$37.5K 0.01%
666
522
$37.3K 0.01%
1,121
523
$36.9K 0.01%
225
524
$36.8K 0.01%
845
+795
525
$36.6K 0.01%
750