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
626
$12.6K ﹤0.01%
+250
627
$12.5K ﹤0.01%
2,780
628
$12.5K ﹤0.01%
175
629
$12.5K ﹤0.01%
100
630
$12.4K ﹤0.01%
150
631
$12.4K ﹤0.01%
57
632
$12.3K ﹤0.01%
+351
633
$12.2K ﹤0.01%
+350
634
$12.1K ﹤0.01%
1,000
635
$12K ﹤0.01%
1,680
636
$11.9K ﹤0.01%
344
637
$11.9K ﹤0.01%
405
638
$11.8K ﹤0.01%
+683
639
$11.7K ﹤0.01%
500
640
$11.7K ﹤0.01%
300
641
$11.4K ﹤0.01%
185
642
$11K ﹤0.01%
+318
643
$11K ﹤0.01%
150
644
$10.9K ﹤0.01%
376
645
$10.8K ﹤0.01%
10
646
$10.4K ﹤0.01%
180
647
$10.4K ﹤0.01%
1,000
648
$10.4K ﹤0.01%
105
649
$10.4K ﹤0.01%
100
650
$10.3K ﹤0.01%
100
24 25
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