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
726
$5.5K ﹤0.01%
75
727
$5.49K ﹤0.01%
+50
728
$5.34K ﹤0.01%
100
729
$5.29K ﹤0.01%
100
730
$5.26K ﹤0.01%
+50
731
$5.23K ﹤0.01%
1,000
732
$5.23K ﹤0.01%
100
733
$5.11K ﹤0.01%
35
734
$5.08K ﹤0.01%
350
735
$5K ﹤0.01%
+182
736
$4.95K ﹤0.01%
+25
737
$4.91K ﹤0.01%
73
738
$4.88K ﹤0.01%
92
739
$4.85K ﹤0.01%
200
740
$4.81K ﹤0.01%
150
741
$4.72K ﹤0.01%
224
-10
742
$4.7K ﹤0.01%
200
743
$4.67K ﹤0.01%
500
744
$4.63K ﹤0.01%
80
745
$4.4K ﹤0.01%
+99
746
$4.35K ﹤0.01%
1,500
747
$4.32K ﹤0.01%
+62
748
$4.31K ﹤0.01%
55
749
$4.21K ﹤0.01%
+130
750
$4.2K ﹤0.01%
100
28 29
30
31 32