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
551
$26.7K 0.01%
656
552
$26.5K 0.01%
2,000
553
$26.4K 0.01%
225
554
$26.4K 0.01%
2,905
+601
555
$26K 0.01%
1,500
556
$26K 0.01%
463
557
$25.7K 0.01%
1,200
-2,300
558
$25.7K 0.01%
1,695
559
$24.8K 0.01%
+594
560
$24.3K 0.01%
1,162
561
$24.2K 0.01%
2,000
562
$24K 0.01%
448
563
$23.7K 0.01%
1,200
564
$23.6K 0.01%
250
565
$23.4K 0.01%
235
-1,000
566
$23.2K 0.01%
650
-615
567
$23.2K 0.01%
6,000
568
$22.6K 0.01%
683
569
$22.3K 0.01%
500
570
$21.9K 0.01%
200
571
$21.6K 0.01%
+833
572
$21.6K 0.01%
233
573
$21.5K 0.01%
1,200
-4,000
574
$21.4K 0.01%
1,240
575
$21K 0.01%
2,400
21 22
23
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