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
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$763K
3
+$527K
4
EXC icon
Exelon
EXC
+$466K
5
TSN icon
Tyson Foods
TSN
+$449K

Top Sells

1
+$344K
2
+$319K
3
+$301K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$208K

Sector Composition

1 Healthcare 15.67%
2 Financials 14.42%
3 Industrials 11.71%
4 Technology 10.44%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.4%
11,870
+50
77
$1.18M 0.39%
15,825
+4,576
78
$1.18M 0.39%
35,241
+15
79
$1.11M 0.37%
57,683
+979
80
$1.1M 0.37%
24,248
+6
81
$1M 0.33%
6,641
+253
82
$994K 0.33%
47,560
+11,300
83
$991K 0.33%
21,100
-2,460
84
$977K 0.32%
18,052
-420
85
$920K 0.31%
11,096
-650
86
$916K 0.3%
10,464
+100
87
$884K 0.29%
12,496
-575
88
$853K 0.28%
15,824
89
$852K 0.28%
24,324
-1,200
90
$850K 0.28%
7,490
91
$844K 0.28%
25,399
+500
92
$841K 0.28%
83,367
93
$841K 0.28%
10,974
+827
94
$821K 0.27%
3,410
-75
95
$813K 0.27%
8,471
+756
96
$805K 0.27%
12,850
+7,170
97
$781K 0.26%
8,265
+140
98
$778K 0.26%
3,505
+365
99
$777K 0.26%
11,704
-251
100
$768K 0.25%
5,582
+36
2 3
4
5 6