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
601
$17K ﹤0.01%
400
-400
602
$17K ﹤0.01%
100
-125
603
$16.9K ﹤0.01%
1,814
604
$16.6K ﹤0.01%
2,800
605
$16.6K ﹤0.01%
1,300
606
$16.4K ﹤0.01%
300
+53
607
$16.3K ﹤0.01%
1,000
608
$16.3K ﹤0.01%
833
609
$15.8K ﹤0.01%
166
+14
610
$15.7K ﹤0.01%
150
611
$15.5K ﹤0.01%
300
612
$15.4K ﹤0.01%
124
613
$15.4K ﹤0.01%
239
614
$14.4K ﹤0.01%
246
615
$14.2K ﹤0.01%
300
616
$14.1K ﹤0.01%
200
617
$14.1K ﹤0.01%
255
618
$13.9K ﹤0.01%
700
619
$13.6K ﹤0.01%
600
620
$13.5K ﹤0.01%
236
621
$13.5K ﹤0.01%
203
622
$13.2K ﹤0.01%
200
623
$13.2K ﹤0.01%
1,000
+500
624
$13.1K ﹤0.01%
450
625
$13K ﹤0.01%
102