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
551
$11K ﹤0.01%
185
552
$10.9K ﹤0.01%
2,980
553
$10.8K ﹤0.01%
150
554
$10.8K ﹤0.01%
223
-125
555
$10.7K ﹤0.01%
333
-26
556
$10.6K ﹤0.01%
57
557
$10.6K ﹤0.01%
+100
558
$10.3K ﹤0.01%
263
559
$10.2K ﹤0.01%
408
560
$10.2K ﹤0.01%
1,058
561
$10.2K ﹤0.01%
+300
562
$10.1K ﹤0.01%
+75
563
$10.1K ﹤0.01%
405
564
$9.91K ﹤0.01%
600
565
$9.76K ﹤0.01%
10
566
$9.7K ﹤0.01%
76
567
$9.55K ﹤0.01%
600
568
$9.55K ﹤0.01%
600
569
$9.52K ﹤0.01%
400
570
$9.38K ﹤0.01%
105
571
$9.3K ﹤0.01%
375
572
$9.26K ﹤0.01%
400
573
$9.17K ﹤0.01%
180
574
$9.14K ﹤0.01%
100
575
$8.97K ﹤0.01%
100