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
551
$26.5K 0.01%
2,000
552
$26.4K 0.01%
225
553
$26.4K 0.01%
2,905
+601
554
$26K 0.01%
1,500
555
$26K 0.01%
463
556
$25.7K 0.01%
1,200
-2,300
557
$25.7K 0.01%
1,695
558
$24.8K 0.01%
+594
559
$24.3K 0.01%
1,162
560
$24.2K 0.01%
2,000
561
$24K 0.01%
448
562
$23.7K 0.01%
1,200
563
$23.6K 0.01%
250
564
$23.4K 0.01%
235
-1,000
565
$23.2K 0.01%
650
-615
566
$23.2K 0.01%
6,000
567
$22.6K 0.01%
683
568
$22.3K 0.01%
500
569
$21.9K 0.01%
200
570
$21.6K 0.01%
+833
571
$21.6K 0.01%
233
572
$21.5K 0.01%
1,200
-4,000
573
$21.4K 0.01%
1,240
574
$21K 0.01%
2,400
575
$21K 0.01%
300
21 22
23
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