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
676
$8.95K ﹤0.01%
200
677
$8.94K ﹤0.01%
184
678
$8.87K ﹤0.01%
501
-300
679
$8.86K ﹤0.01%
179
680
$8.85K ﹤0.01%
130
681
$8.82K ﹤0.01%
400
682
$8.76K ﹤0.01%
1,500
683
$8.65K ﹤0.01%
+260
684
$8.6K ﹤0.01%
50
-110
685
$8.56K ﹤0.01%
347
686
$8.55K ﹤0.01%
240
687
$8.39K ﹤0.01%
250
688
$8.24K ﹤0.01%
550
689
$8.19K ﹤0.01%
172
690
$8.11K ﹤0.01%
146
691
$8.1K ﹤0.01%
375
692
$8.07K ﹤0.01%
155
693
$8.06K ﹤0.01%
221
694
$7.88K ﹤0.01%
600
695
$7.87K ﹤0.01%
140
696
$7.85K ﹤0.01%
250
697
$7.72K ﹤0.01%
+152
698
$7.65K ﹤0.01%
64
699
$7.64K ﹤0.01%
514
700
$7.5K ﹤0.01%
408