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
101
$731K 0.24%
5,510
+150
102
$718K 0.24%
16,337
-763
103
$712K 0.24%
12,890
104
$705K 0.23%
92,250
-1,750
105
$680K 0.23%
32,395
106
$680K 0.23%
5,595
+350
107
$678K 0.23%
10,145
+983
108
$662K 0.22%
4,696
+2,690
109
$659K 0.22%
17,340
+75
110
$647K 0.21%
25,149
+18,101
111
$625K 0.21%
10,800
112
$620K 0.21%
11,383
-300
113
$603K 0.2%
14,831
+140
114
$602K 0.2%
28,050
+2,150
115
$600K 0.2%
15,225
+210
116
$591K 0.2%
11,300
-2,400
117
$590K 0.2%
8,094
+30
118
$588K 0.2%
16,825
+2,275
119
$579K 0.19%
7,530
-165
120
$571K 0.19%
12,280
-80
121
$570K 0.19%
52,575
-19,150
122
$569K 0.19%
8,505
+225
123
$565K 0.19%
38,730
-225
124
$561K 0.19%
18,200
125
$561K 0.19%
3,505
-110
3 4
5
6 7