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
526
$14.4K ﹤0.01%
458
+354
527
$14.3K ﹤0.01%
156
528
$14.1K ﹤0.01%
900
529
$14.1K ﹤0.01%
165
530
$13.9K ﹤0.01%
300
531
$13.8K ﹤0.01%
203
532
$13.4K ﹤0.01%
1,000
533
$13.4K ﹤0.01%
300
534
$13.4K ﹤0.01%
150
535
$13.2K ﹤0.01%
164
+2
536
$13K ﹤0.01%
+1,400
537
$12.7K ﹤0.01%
175
538
$12.6K ﹤0.01%
450
539
$12.3K ﹤0.01%
500
540
$12.1K ﹤0.01%
75
541
$12.1K ﹤0.01%
85
542
$12.1K ﹤0.01%
102
543
$11.7K ﹤0.01%
1,000
544
$11.4K ﹤0.01%
500
545
$11.2K ﹤0.01%
130
546
$11.2K ﹤0.01%
283
547
$11.1K ﹤0.01%
155
548
$11.1K ﹤0.01%
100
549
$11K ﹤0.01%
150
550
$11K ﹤0.01%
700