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
101
$1.07M 0.26%
5,124
+259
102
$1.07M 0.26%
38,824
+6,940
103
$1.06M 0.26%
7,787
+888
104
$1.05M 0.26%
10,370
105
$1.04M 0.26%
21,283
-375
106
$1.04M 0.26%
3,485
-5
107
$1.03M 0.25%
25,782
-3,100
108
$1.03M 0.25%
58,357
-3,335
109
$1.03M 0.25%
14,178
+20
110
$1.03M 0.25%
21,252
+40
111
$1.02M 0.25%
24,524
112
$1.02M 0.25%
9,014
-195
113
$1.01M 0.25%
14,876
-112
114
$996K 0.25%
40,959
-10,036
115
$995K 0.25%
14,292
-104
116
$984K 0.24%
8,927
+172
117
$955K 0.24%
5,629
+819
118
$944K 0.23%
17,072
-120
119
$938K 0.23%
13,244
+905
120
$937K 0.23%
10,396
-500
121
$936K 0.23%
12,300
122
$915K 0.23%
42,450
+10,750
123
$905K 0.22%
21,106
+2,182
124
$895K 0.22%
13,815
-1,007
125
$889K 0.22%
15,740
3 4
5
6 7