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
76
$1.46M 0.36%
26,983
+361
77
$1.45M 0.36%
35,483
-2,791
78
$1.41M 0.35%
21,096
-1,400
79
$1.4M 0.35%
21,474
-618
80
$1.39M 0.34%
7,094
+444
81
$1.38M 0.34%
13,471
-143
82
$1.38M 0.34%
16,139
+433
83
$1.37M 0.34%
52,010
+500
84
$1.36M 0.33%
40,566
-114
85
$1.31M 0.32%
7,077
+119
86
$1.27M 0.31%
9,540
+382
87
$1.26M 0.31%
16,154
-150
88
$1.25M 0.31%
34,333
-85
89
$1.21M 0.3%
28,030
-1,000
90
$1.21M 0.3%
16,947
+1,363
91
$1.19M 0.29%
21,218
+3,236
92
$1.19M 0.29%
45,966
+6,777
93
$1.19M 0.29%
17,761
+2,542
94
$1.18M 0.29%
23,464
+6
95
$1.16M 0.28%
6,736
+1,150
96
$1.13M 0.28%
19,969
-608
97
$1.13M 0.28%
61,440
+11,100
98
$1.1M 0.27%
13,610
-125
99
$1.1M 0.27%
13,899
+460
100
$1.08M 0.27%
4,905
+415
2 3
4
5 6