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
601
$6.68K ﹤0.01%
100
602
$6.65K ﹤0.01%
150
603
$6.65K ﹤0.01%
130
604
$6.62K ﹤0.01%
375
605
$6.53K ﹤0.01%
+100
606
$6.45K ﹤0.01%
100
607
$6.41K ﹤0.01%
100
-2,860
608
$6.4K ﹤0.01%
422
609
$6.28K ﹤0.01%
90
610
$6.27K ﹤0.01%
130
-70
611
$5.97K ﹤0.01%
250
612
$5.96K ﹤0.01%
500
613
$5.88K ﹤0.01%
150
614
$5.71K ﹤0.01%
300
615
$5.68K ﹤0.01%
147
616
$5.67K ﹤0.01%
300
617
$5.58K ﹤0.01%
100
618
$5.57K ﹤0.01%
50
619
$5.56K ﹤0.01%
150
-400
620
$5.43K ﹤0.01%
1,000
621
$5.12K ﹤0.01%
150
622
$5.12K ﹤0.01%
254
-2
623
$5.08K ﹤0.01%
1,248
624
$5.05K ﹤0.01%
72
625
$5.04K ﹤0.01%
60
23 24
25
26 27