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
576
$20.9K 0.01%
1,178
577
$20.9K 0.01%
320
578
$20.8K 0.01%
938
-862
579
$20.3K 0.01%
400
580
$20.3K 0.01%
710
-1,250
581
$19.7K ﹤0.01%
200
582
$19.7K ﹤0.01%
170
583
$19.2K ﹤0.01%
364
584
$19.1K ﹤0.01%
229
585
$19K ﹤0.01%
777
586
$18.9K ﹤0.01%
500
587
$18.7K ﹤0.01%
500
-500
588
$18.7K ﹤0.01%
273
589
$18.6K ﹤0.01%
1,726
590
$18.6K ﹤0.01%
155
591
$18.5K ﹤0.01%
132
592
$18K ﹤0.01%
503
593
$17.9K ﹤0.01%
1,550
594
$17.9K ﹤0.01%
+500
595
$17.8K ﹤0.01%
260
596
$17.7K ﹤0.01%
1,354
597
$17.4K ﹤0.01%
300
598
$17.3K ﹤0.01%
2,000
599
$17.1K ﹤0.01%
400
600
$17K ﹤0.01%
400
-400
22 23
24
25 26