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
776
$2.96K ﹤0.01%
+156
777
$2.93K ﹤0.01%
50
778
$2.93K ﹤0.01%
+651
779
$2.88K ﹤0.01%
30
780
$2.85K ﹤0.01%
100
781
$2.82K ﹤0.01%
750
+500
782
$2.8K ﹤0.01%
80
783
$2.75K ﹤0.01%
37
784
$2.68K ﹤0.01%
105
785
$2.64K ﹤0.01%
90
786
$2.62K ﹤0.01%
+36
787
$2.51K ﹤0.01%
80
788
$2.36K ﹤0.01%
50
+33
789
$2.31K ﹤0.01%
500
790
$2.2K ﹤0.01%
36
791
$2.06K ﹤0.01%
+38
792
$2.01K ﹤0.01%
200
793
$1.93K ﹤0.01%
27
794
$1.91K ﹤0.01%
80
795
$1.89K ﹤0.01%
35
796
$1.84K ﹤0.01%
52
797
$1.84K ﹤0.01%
150
798
$1.8K ﹤0.01%
55
799
$1.77K ﹤0.01%
100
800
$1.7K ﹤0.01%
2
30 31
32
33 34