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
576
$9.14K ﹤0.01%
100
577
$8.97K ﹤0.01%
100
578
$8.96K ﹤0.01%
375
579
$8.93K ﹤0.01%
352
580
$8.79K ﹤0.01%
525
581
$8.6K ﹤0.01%
1,500
582
$8.32K ﹤0.01%
1,000
-18,250
583
$8.28K ﹤0.01%
155
584
$8.21K ﹤0.01%
150
585
$8.09K ﹤0.01%
179
586
$8.07K ﹤0.01%
514
587
$7.97K ﹤0.01%
119
588
$7.97K ﹤0.01%
200
589
$7.96K ﹤0.01%
400
590
$7.94K ﹤0.01%
200
591
$7.82K ﹤0.01%
100
592
$7.76K ﹤0.01%
184
593
$7.62K ﹤0.01%
1,271
594
$7.59K ﹤0.01%
259
+1
595
$7.5K ﹤0.01%
250
596
$7.49K ﹤0.01%
500
597
$7.47K ﹤0.01%
475
598
$7.05K ﹤0.01%
400
599
$6.87K ﹤0.01%
100
600
$6.82K ﹤0.01%
522
-1,029