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
501
$43.1K 0.01%
650
502
$43.1K 0.01%
319
503
$43K 0.01%
1,000
504
$42.8K 0.01%
986
505
$42.7K 0.01%
340
506
$42.5K 0.01%
+350
507
$42.4K 0.01%
325
-225
508
$42.3K 0.01%
7,507
509
$42.3K 0.01%
1,008
510
$42K 0.01%
1,050
511
$42K 0.01%
+550
512
$42K 0.01%
346
513
$41.9K 0.01%
937
514
$41.1K 0.01%
965
+840
515
$39.7K 0.01%
255
516
$39.4K 0.01%
+600
517
$39K 0.01%
800
-500
518
$37.8K 0.01%
352
519
$37.5K 0.01%
247
+40
520
$37.5K 0.01%
666
521
$37.3K 0.01%
1,121
522
$36.9K 0.01%
225
523
$36.8K 0.01%
845
+795
524
$36.6K 0.01%
750
525
$36.6K 0.01%
1,000
19 20
21
22 23