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
676
$1.95K ﹤0.01%
50
677
$1.74K ﹤0.01%
100
678
$1.74K ﹤0.01%
20
679
$1.69K ﹤0.01%
100
680
$1.68K ﹤0.01%
55
681
$1.63K ﹤0.01%
200
682
$1.3K ﹤0.01%
30
683
$1.18K ﹤0.01%
55
684
$1.02K ﹤0.01%
250
685
$940 ﹤0.01%
233
-6
686
$885 ﹤0.01%
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687
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689
$732 ﹤0.01%
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$625 ﹤0.01%
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-5
691
$585 ﹤0.01%
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692
$517 ﹤0.01%
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$403 ﹤0.01%
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$365 ﹤0.01%
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$350 ﹤0.01%
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$192 ﹤0.01%
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$157 ﹤0.01%
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698
$103 ﹤0.01%
6
699
$96 ﹤0.01%
4
700
$93 ﹤0.01%
8
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