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