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
651
$10.1K ﹤0.01%
25
652
$10K ﹤0.01%
155
653
$10K ﹤0.01%
600
654
$9.87K ﹤0.01%
75
655
$9.75K ﹤0.01%
175
656
$9.66K ﹤0.01%
180
657
$9.55K ﹤0.01%
47
658
$9.43K ﹤0.01%
212
-2
659
$9.35K ﹤0.01%
200
660
$9.32K ﹤0.01%
204
661
$9.31K ﹤0.01%
+188
662
$9.31K ﹤0.01%
100
663
$9.28K ﹤0.01%
100
664
$9.28K ﹤0.01%
1,058
665
$9.27K ﹤0.01%
125
666
$9.25K ﹤0.01%
352
667
$9.24K ﹤0.01%
27
668
$9.16K ﹤0.01%
400
669
$9.12K ﹤0.01%
275
670
$9.08K ﹤0.01%
150
671
$9.08K ﹤0.01%
63
672
$9.08K ﹤0.01%
180
673
$9.03K ﹤0.01%
400
674
$8.97K ﹤0.01%
100
675
$8.95K ﹤0.01%
200
25 26
27
28 29