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
126
$556K 0.18%
7,067
+155
127
$552K 0.18%
3,779
+220
128
$551K 0.18%
3,350
+768
129
$542K 0.18%
19,211
-649
130
$537K 0.18%
16,300
+16,000
131
$530K 0.18%
3,703
+435
132
$528K 0.18%
4,245
+199
133
$526K 0.17%
8,067
134
$523K 0.17%
8,760
-115
135
$518K 0.17%
6,920
136
$508K 0.17%
7,967
+100
137
$507K 0.17%
3,830
-308
138
$507K 0.17%
2,095
+45
139
$500K 0.17%
3,750
-110
140
$492K 0.16%
21,252
+3,352
141
$479K 0.16%
3,214
-20
142
$473K 0.16%
4,044
-15
143
$473K 0.16%
8,300
+100
144
$462K 0.15%
785
-10
145
$460K 0.15%
5,479
+490
146
$459K 0.15%
10,270
-3,240
147
$453K 0.15%
8,128
-200
148
$450K 0.15%
6,947
149
$449K 0.15%
5,432
-216
150
$447K 0.15%
3,460
-138
4 5
6
7 8