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
51
$2.12M 0.52%
99,756
-150
52
$2.08M 0.51%
43,124
+74
53
$2.05M 0.51%
62,497
+2,781
54
$2.03M 0.5%
26,011
-455
55
$2.02M 0.5%
36,510
+1,334
56
$2M 0.49%
33,322
+5,036
57
$1.99M 0.49%
45,246
+9,995
58
$1.97M 0.48%
18,876
+235
59
$1.93M 0.47%
9,911
+818
60
$1.86M 0.46%
18,943
+325
61
$1.85M 0.45%
24,917
-23
62
$1.84M 0.45%
22,742
-1,085
63
$1.78M 0.44%
8,605
+73
64
$1.77M 0.44%
10,461
+75
65
$1.76M 0.43%
47,707
66
$1.76M 0.43%
23,810
-29
67
$1.75M 0.43%
16,417
-331
68
$1.73M 0.43%
10,890
+862
69
$1.73M 0.43%
12,895
+882
70
$1.71M 0.42%
39,334
-150
71
$1.7M 0.42%
61,820
+762
72
$1.68M 0.41%
24,538
+555
73
$1.64M 0.4%
11,656
+2,153
74
$1.58M 0.39%
11,770
+35
75
$1.51M 0.37%
22,387
+1,367
1 2
3
4 5