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
626
$12.8K ﹤0.01%
200
627
$12.6K ﹤0.01%
+250
628
$12.5K ﹤0.01%
2,780
629
$12.5K ﹤0.01%
175
630
$12.5K ﹤0.01%
100
631
$12.4K ﹤0.01%
150
632
$12.4K ﹤0.01%
57
633
$12.3K ﹤0.01%
+351
634
$12.2K ﹤0.01%
+350
635
$12.1K ﹤0.01%
1,000
636
$12K ﹤0.01%
840
637
$11.9K ﹤0.01%
172
638
$11.9K ﹤0.01%
405
639
$11.8K ﹤0.01%
+683
640
$11.7K ﹤0.01%
500
641
$11.7K ﹤0.01%
300
642
$11.4K ﹤0.01%
185
643
$11K ﹤0.01%
+318
644
$11K ﹤0.01%
150
645
$10.9K ﹤0.01%
188
646
$10.8K ﹤0.01%
10
647
$10.4K ﹤0.01%
180
648
$10.4K ﹤0.01%
1,000
649
$10.4K ﹤0.01%
105
650
$10.4K ﹤0.01%
100