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
801
$1.63K ﹤0.01%
50
802
$1.51K ﹤0.01%
20
803
$1.4K ﹤0.01%
80
804
$1.38K ﹤0.01%
100
805
$1.29K ﹤0.01%
200
806
$1.2K ﹤0.01%
46
+30
807
$1.09K ﹤0.01%
221
-5
808
$1.08K ﹤0.01%
27
-36
809
$1.01K ﹤0.01%
500
810
$994 ﹤0.01%
200
811
$820 ﹤0.01%
20
812
$756 ﹤0.01%
10
813
$743 ﹤0.01%
21
814
$733 ﹤0.01%
20
815
$606 ﹤0.01%
22
816
$589 ﹤0.01%
33
-67
817
$549 ﹤0.01%
33
818
$519 ﹤0.01%
15
819
$493 ﹤0.01%
16
820
$482 ﹤0.01%
+12
821
$353 ﹤0.01%
10
822
$280 ﹤0.01%
1
823
$244 ﹤0.01%
6
824
$207 ﹤0.01%
8
825
$173 ﹤0.01%
13
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33
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