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
526
$14.8K ﹤0.01%
100
-611
527
$14.7K ﹤0.01%
400
528
$14.4K ﹤0.01%
458
+354
529
$14.3K ﹤0.01%
156
530
$14.1K ﹤0.01%
900
531
$14.1K ﹤0.01%
165
532
$13.9K ﹤0.01%
300
533
$13.8K ﹤0.01%
203
534
$13.4K ﹤0.01%
1,000
535
$13.4K ﹤0.01%
300
536
$13.4K ﹤0.01%
150
537
$13.2K ﹤0.01%
164
+2
538
$13K ﹤0.01%
+1,400
539
$12.7K ﹤0.01%
175
540
$12.6K ﹤0.01%
450
541
$12.3K ﹤0.01%
500
542
$12.1K ﹤0.01%
75
543
$12.1K ﹤0.01%
85
544
$12.1K ﹤0.01%
102
545
$11.7K ﹤0.01%
1,000
546
$11.4K ﹤0.01%
500
547
$11.2K ﹤0.01%
130
548
$11.2K ﹤0.01%
283
549
$11.1K ﹤0.01%
155
550
$11.1K ﹤0.01%
100