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
526
$34.9K 0.01%
16,800
-46,000
527
$34.9K 0.01%
1,313
+705
528
$34.9K 0.01%
918
529
$34.8K 0.01%
+450
530
$34.2K 0.01%
645
531
$33.5K 0.01%
586
532
$33.1K 0.01%
525
-975
533
$32.8K 0.01%
444
534
$32.6K 0.01%
3,169
535
$32.4K 0.01%
600
536
$31.3K 0.01%
850
537
$31.3K 0.01%
1,800
538
$31K 0.01%
535
+527
539
$30.6K 0.01%
1,000
540
$29.6K 0.01%
1,500
+1,000
541
$29.5K 0.01%
+200
542
$28.7K 0.01%
1,106
543
$28.3K 0.01%
800
544
$28.2K 0.01%
303
545
$28.1K 0.01%
337
546
$27.6K 0.01%
1,324
547
$27.6K 0.01%
133
548
$27.3K 0.01%
448
+3
549
$26.9K 0.01%
205
550
$26.7K 0.01%
656
20 21
22
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