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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$763K
3
+$527K
4
EXC icon
Exelon
EXC
+$466K
5
TSN icon
Tyson Foods
TSN
+$449K

Top Sells

1
+$344K
2
+$319K
3
+$301K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$208K

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
51
$1.71M 0.57%
16,429
-598
52
$1.68M 0.56%
22,517
+240
53
$1.67M 0.55%
27,290
-1,220
54
$1.63M 0.54%
52,028
-205
55
$1.59M 0.53%
17,441
-50
56
$1.58M 0.52%
18,742
-60
57
$1.52M 0.5%
31,722
+1,750
58
$1.52M 0.5%
23,079
-4,575
59
$1.49M 0.5%
10,771
-100
60
$1.45M 0.48%
8,320
-155
61
$1.44M 0.48%
33,308
62
$1.42M 0.47%
22,345
63
$1.37M 0.46%
27,363
-700
64
$1.37M 0.45%
26,798
+1,167
65
$1.35M 0.45%
9,210
-288
66
$1.33M 0.44%
17,888
-120
67
$1.32M 0.44%
9,361
+178
68
$1.32M 0.44%
12,835
-350
69
$1.29M 0.43%
22,208
-760
70
$1.29M 0.43%
15,706
-200
71
$1.29M 0.43%
21,263
+1,050
72
$1.28M 0.42%
16,337
+440
73
$1.27M 0.42%
7,383
-30
74
$1.23M 0.41%
31,654
-100
75
$1.21M 0.4%
14,345
-1,525
1 2
3
4 5