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
701
$7.44K ﹤0.01%
140
702
$7.44K ﹤0.01%
130
703
$7.32K ﹤0.01%
100
704
$7.1K ﹤0.01%
1,250
705
$7.02K ﹤0.01%
265
+2
706
$6.99K ﹤0.01%
47
707
$6.97K ﹤0.01%
119
708
$6.9K ﹤0.01%
1,000
709
$6.88K ﹤0.01%
150
+33
710
$6.83K ﹤0.01%
75
-90
711
$6.78K ﹤0.01%
375
712
$6.71K ﹤0.01%
150
713
$6.61K ﹤0.01%
200
714
$6.37K ﹤0.01%
130
715
$6.32K ﹤0.01%
69
716
$6.3K ﹤0.01%
60
717
$6.16K ﹤0.01%
+303
718
$6.01K ﹤0.01%
250
719
$5.96K ﹤0.01%
422
720
$5.9K ﹤0.01%
145
721
$5.73K ﹤0.01%
42
722
$5.68K ﹤0.01%
+237
723
$5.6K ﹤0.01%
75
724
$5.59K ﹤0.01%
50
725
$5.5K ﹤0.01%
300
27 28
29
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