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
576
$21K 0.01%
300
577
$20.9K 0.01%
1,178
578
$20.9K 0.01%
320
579
$20.8K 0.01%
938
-862
580
$20.3K 0.01%
400
581
$20.3K 0.01%
710
-1,250
582
$19.7K ﹤0.01%
200
583
$19.7K ﹤0.01%
170
584
$19.2K ﹤0.01%
364
585
$19.1K ﹤0.01%
229
586
$19K ﹤0.01%
777
587
$18.9K ﹤0.01%
500
588
$18.7K ﹤0.01%
500
-500
589
$18.7K ﹤0.01%
273
590
$18.6K ﹤0.01%
1,726
591
$18.6K ﹤0.01%
155
592
$18.5K ﹤0.01%
132
593
$18K ﹤0.01%
503
594
$17.9K ﹤0.01%
1,550
595
$17.9K ﹤0.01%
+500
596
$17.8K ﹤0.01%
260
597
$17.7K ﹤0.01%
1,354
598
$17.4K ﹤0.01%
300
599
$17.3K ﹤0.01%
2,000
600
$17.1K ﹤0.01%
400
22 23
24
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