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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$763K
3
+$527K
4
EXC icon
Exelon
EXC
+$466K
5
TSN icon
Tyson Foods
TSN
+$449K

Top Sells

1
+$344K
2
+$319K
3
+$301K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$208K

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
$3.64K ﹤0.01%
109
652
$3.64K ﹤0.01%
42
653
$3.62K ﹤0.01%
160
654
$3.6K ﹤0.01%
40
655
$3.59K ﹤0.01%
125
656
$3.43K ﹤0.01%
90
657
$3.34K ﹤0.01%
100
658
$3.34K ﹤0.01%
105
659
$3.19K ﹤0.01%
700
660
$3.16K ﹤0.01%
13
661
$3.14K ﹤0.01%
50
662
$3.11K ﹤0.01%
50
-300
663
$2.92K ﹤0.01%
55
664
$2.75K ﹤0.01%
500
665
$2.68K ﹤0.01%
100
666
$2.64K ﹤0.01%
200
667
$2.62K ﹤0.01%
68
668
$2.49K ﹤0.01%
226
669
$2.47K ﹤0.01%
46
670
$2.39K ﹤0.01%
110
671
$2.09K ﹤0.01%
20
672
$2.05K ﹤0.01%
35
673
$2K ﹤0.01%
+80
674
$1.98K ﹤0.01%
+50
675
$1.96K ﹤0.01%
2
25 26
27
28 29