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
526
$36.6K 0.01%
1,000
527
$34.9K 0.01%
16,800
-46,000
528
$34.9K 0.01%
1,313
+705
529
$34.9K 0.01%
459
530
$34.8K 0.01%
+150
531
$34.2K 0.01%
645
532
$33.5K 0.01%
586
533
$33.1K 0.01%
525
-975
534
$32.8K 0.01%
444
535
$32.6K 0.01%
3,169
536
$32.4K 0.01%
600
537
$31.3K 0.01%
850
538
$31.3K 0.01%
1,800
539
$31K 0.01%
535
+527
540
$30.6K 0.01%
1,000
541
$29.6K 0.01%
1,500
+1,000
542
$29.5K 0.01%
+200
543
$28.7K 0.01%
553
544
$28.3K 0.01%
800
545
$28.2K 0.01%
303
546
$28.1K 0.01%
337
547
$27.6K 0.01%
1,324
548
$27.6K 0.01%
133
549
$27.3K 0.01%
448
+3
550
$26.9K 0.01%
205