AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.3M
2
+$1.64M
3
+$1.29M
4
D icon
Dominion Energy
D
+$810K
5
LHCG
LHC Group LLC
LHCG
+$740K

Top Sells

1
+$425K
2
+$289K
3
+$275K
4
VOD icon
Vodafone
VOD
+$274K
5
CATO icon
Cato Corp
CATO
+$215K

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
$1.51K ﹤0.01%
20
802
$1.4K ﹤0.01%
80
803
$1.38K ﹤0.01%
100
804
$1.29K ﹤0.01%
200
805
$1.2K ﹤0.01%
46
+30
806
$1.09K ﹤0.01%
221
-5
807
$1.08K ﹤0.01%
27
-36
808
$1.01K ﹤0.01%
500
809
$994 ﹤0.01%
200
810
$820 ﹤0.01%
20
811
$756 ﹤0.01%
10
812
$743 ﹤0.01%
21
813
$733 ﹤0.01%
20
814
$606 ﹤0.01%
22
815
$589 ﹤0.01%
33
-67
816
$549 ﹤0.01%
33
817
$519 ﹤0.01%
15
818
$493 ﹤0.01%
16
819
$482 ﹤0.01%
+12
820
$353 ﹤0.01%
10
821
$280 ﹤0.01%
1
822
$244 ﹤0.01%
6
823
$207 ﹤0.01%
8
824
$173 ﹤0.01%
13
825
$154 ﹤0.01%
5
30 31 32
33
34