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
551
$11K ﹤0.01%
150
552
$11K ﹤0.01%
700
553
$11K ﹤0.01%
185
554
$10.9K ﹤0.01%
2,980
555
$10.8K ﹤0.01%
150
556
$10.8K ﹤0.01%
223
-125
557
$10.7K ﹤0.01%
333
-26
558
$10.6K ﹤0.01%
57
559
$10.6K ﹤0.01%
+100
560
$10.3K ﹤0.01%
263
561
$10.2K ﹤0.01%
408
562
$10.2K ﹤0.01%
1,058
563
$10.2K ﹤0.01%
+300
564
$10.1K ﹤0.01%
+75
565
$10.1K ﹤0.01%
405
566
$9.91K ﹤0.01%
600
567
$9.76K ﹤0.01%
10
568
$9.7K ﹤0.01%
76
569
$9.55K ﹤0.01%
600
570
$9.55K ﹤0.01%
600
571
$9.52K ﹤0.01%
400
572
$9.38K ﹤0.01%
105
573
$9.3K ﹤0.01%
375
574
$9.26K ﹤0.01%
400
575
$9.17K ﹤0.01%
180