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
576
$8.96K ﹤0.01%
375
577
$8.93K ﹤0.01%
352
578
$8.79K ﹤0.01%
525
579
$8.6K ﹤0.01%
1,500
580
$8.32K ﹤0.01%
1,000
-18,250
581
$8.28K ﹤0.01%
155
582
$8.21K ﹤0.01%
300
583
$8.09K ﹤0.01%
179
584
$8.07K ﹤0.01%
514
585
$7.97K ﹤0.01%
119
586
$7.97K ﹤0.01%
200
587
$7.96K ﹤0.01%
400
588
$7.94K ﹤0.01%
200
589
$7.82K ﹤0.01%
100
590
$7.76K ﹤0.01%
184
591
$7.62K ﹤0.01%
1,271
592
$7.59K ﹤0.01%
259
+1
593
$7.5K ﹤0.01%
250
594
$7.49K ﹤0.01%
500
595
$7.47K ﹤0.01%
475
596
$7.05K ﹤0.01%
400
597
$6.87K ﹤0.01%
100
598
$6.82K ﹤0.01%
522
-1,029
599
$6.82K ﹤0.01%
280
600
$6.79K ﹤0.01%
129
22 23
24
25 26