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
676
$8.94K ﹤0.01%
184
677
$8.87K ﹤0.01%
501
-300
678
$8.86K ﹤0.01%
179
679
$8.85K ﹤0.01%
130
680
$8.82K ﹤0.01%
400
681
$8.76K ﹤0.01%
1,500
682
$8.65K ﹤0.01%
+260
683
$8.6K ﹤0.01%
50
-110
684
$8.56K ﹤0.01%
347
685
$8.55K ﹤0.01%
240
686
$8.39K ﹤0.01%
250
687
$8.24K ﹤0.01%
550
688
$8.19K ﹤0.01%
172
689
$8.11K ﹤0.01%
146
690
$8.1K ﹤0.01%
375
691
$8.07K ﹤0.01%
155
692
$8.06K ﹤0.01%
221
693
$7.88K ﹤0.01%
600
694
$7.87K ﹤0.01%
140
695
$7.85K ﹤0.01%
250
696
$7.72K ﹤0.01%
+152
697
$7.65K ﹤0.01%
64
698
$7.64K ﹤0.01%
514
699
$7.5K ﹤0.01%
408
700
$7.44K ﹤0.01%
140
26 27
28
29 30