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
601
$17K ﹤0.01%
100
-125
602
$16.9K ﹤0.01%
1,814
603
$16.6K ﹤0.01%
2,800
604
$16.6K ﹤0.01%
1,300
605
$16.4K ﹤0.01%
300
+53
606
$16.3K ﹤0.01%
1,000
607
$16.3K ﹤0.01%
833
608
$15.8K ﹤0.01%
166
+14
609
$15.7K ﹤0.01%
150
610
$15.5K ﹤0.01%
300
611
$15.4K ﹤0.01%
124
612
$15.4K ﹤0.01%
317
613
$14.4K ﹤0.01%
246
614
$14.2K ﹤0.01%
300
615
$14.1K ﹤0.01%
200
616
$14.1K ﹤0.01%
255
617
$13.9K ﹤0.01%
700
618
$13.6K ﹤0.01%
600
619
$13.5K ﹤0.01%
236
620
$13.5K ﹤0.01%
203
621
$13.2K ﹤0.01%
200
622
$13.2K ﹤0.01%
1,000
+500
623
$13.1K ﹤0.01%
450
624
$13K ﹤0.01%
102
625
$12.8K ﹤0.01%
200
23 24
25
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