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
751
$4.2K ﹤0.01%
147
752
$4.18K ﹤0.01%
100
-123
753
$4.12K ﹤0.01%
305
+3
754
$4.09K ﹤0.01%
100
755
$4.03K ﹤0.01%
300
756
$3.91K ﹤0.01%
50
757
$3.9K ﹤0.01%
86
758
$3.89K ﹤0.01%
170
759
$3.81K ﹤0.01%
72
760
$3.72K ﹤0.01%
109
761
$3.65K ﹤0.01%
107
762
$3.64K ﹤0.01%
250
763
$3.63K ﹤0.01%
105
764
$3.52K ﹤0.01%
40
765
$3.52K ﹤0.01%
50
766
$3.45K ﹤0.01%
10
-346
767
$3.42K ﹤0.01%
58
768
$3.38K ﹤0.01%
100
769
$3.37K ﹤0.01%
103
-13
770
$3.35K ﹤0.01%
21
771
$3.31K ﹤0.01%
100
772
$3.14K ﹤0.01%
700
773
$3.09K ﹤0.01%
68
774
$3.02K ﹤0.01%
100
775
$3K ﹤0.01%
125
29 30
31
32 33