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
651
$3.62K ﹤0.01%
160
652
$3.6K ﹤0.01%
40
653
$3.59K ﹤0.01%
125
654
$3.43K ﹤0.01%
90
655
$3.34K ﹤0.01%
100
656
$3.34K ﹤0.01%
105
657
$3.19K ﹤0.01%
700
658
$3.16K ﹤0.01%
13
659
$3.14K ﹤0.01%
50
660
$3.11K ﹤0.01%
50
-300
661
$2.92K ﹤0.01%
55
662
$2.75K ﹤0.01%
500
663
$2.68K ﹤0.01%
100
664
$2.64K ﹤0.01%
200
665
$2.62K ﹤0.01%
68
666
$2.49K ﹤0.01%
226
667
$2.47K ﹤0.01%
46
668
$2.39K ﹤0.01%
110
669
$2.09K ﹤0.01%
20
670
$2.05K ﹤0.01%
35
671
$2K ﹤0.01%
+80
672
$1.98K ﹤0.01%
+50
673
$1.96K ﹤0.01%
2
674
$1.95K ﹤0.01%
50
675
$1.74K ﹤0.01%
100
25 26
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