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
676
$1.74K ﹤0.01%
20
677
$1.69K ﹤0.01%
100
678
$1.68K ﹤0.01%
55
679
$1.63K ﹤0.01%
200
680
$1.3K ﹤0.01%
30
681
$1.18K ﹤0.01%
55
682
$1.02K ﹤0.01%
250
683
$940 ﹤0.01%
233
-6
684
$885 ﹤0.01%
15
685
$858 ﹤0.01%
10
686
$835 ﹤0.01%
22
687
$732 ﹤0.01%
21
688
$625 ﹤0.01%
20
-5
689
$585 ﹤0.01%
60
690
$517 ﹤0.01%
16
691
$403 ﹤0.01%
8
692
$365 ﹤0.01%
31
693
$350 ﹤0.01%
10
694
$192 ﹤0.01%
8
695
$157 ﹤0.01%
6
696
$103 ﹤0.01%
6
697
$96 ﹤0.01%
4
698
$93 ﹤0.01%
8
699
– –
-2
700
– –
-7,600
25 26 27
28
29