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
601
$6.82K ﹤0.01%
280
602
$6.79K ﹤0.01%
129
603
$6.68K ﹤0.01%
100
604
$6.65K ﹤0.01%
150
605
$6.65K ﹤0.01%
130
606
$6.62K ﹤0.01%
375
607
$6.53K ﹤0.01%
+100
608
$6.45K ﹤0.01%
100
609
$6.41K ﹤0.01%
100
-2,860
610
$6.4K ﹤0.01%
422
611
$6.28K ﹤0.01%
90
612
$6.27K ﹤0.01%
130
-70
613
$5.97K ﹤0.01%
250
614
$5.96K ﹤0.01%
500
615
$5.88K ﹤0.01%
150
616
$5.71K ﹤0.01%
300
617
$5.68K ﹤0.01%
147
618
$5.67K ﹤0.01%
300
619
$5.58K ﹤0.01%
100
620
$5.57K ﹤0.01%
50
621
$5.56K ﹤0.01%
150
-400
622
$5.43K ﹤0.01%
1,000
623
$5.12K ﹤0.01%
150
624
$5.12K ﹤0.01%
254
-2
625
$5.08K ﹤0.01%
624
23 24
25
26 27