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
651
$10.3K ﹤0.01%
100
652
$10.1K ﹤0.01%
25
653
$10K ﹤0.01%
155
654
$10K ﹤0.01%
600
655
$9.87K ﹤0.01%
75
656
$9.75K ﹤0.01%
175
657
$9.66K ﹤0.01%
180
658
$9.55K ﹤0.01%
47
659
$9.43K ﹤0.01%
212
-2
660
$9.35K ﹤0.01%
200
661
$9.32K ﹤0.01%
204
662
$9.31K ﹤0.01%
+188
663
$9.31K ﹤0.01%
100
664
$9.28K ﹤0.01%
100
665
$9.28K ﹤0.01%
1,058
666
$9.27K ﹤0.01%
125
667
$9.25K ﹤0.01%
352
668
$9.24K ﹤0.01%
27
669
$9.16K ﹤0.01%
400
670
$9.12K ﹤0.01%
275
671
$9.08K ﹤0.01%
150
672
$9.08K ﹤0.01%
63
673
$9.08K ﹤0.01%
180
674
$9.03K ﹤0.01%
400
675
$8.97K ﹤0.01%
100