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
126
$853K 0.21%
12,389
+1,267
127
$853K 0.21%
87,367
128
$842K 0.21%
17,343
+174
129
$838K 0.21%
54,770
+475
130
$831K 0.2%
+9,705
131
$827K 0.2%
4,058
+140
132
$804K 0.2%
38,177
+1,290
133
$783K 0.19%
5,766
+1,197
134
$781K 0.19%
8,077
-80
135
$767K 0.19%
18,866
+4,625
136
$746K 0.18%
1,495
+295
137
$733K 0.18%
2,703
138
$714K 0.18%
6,592
+733
139
$705K 0.17%
28,082
-4,813
140
$701K 0.17%
8,194
+125
141
$699K 0.17%
4,982
142
$674K 0.17%
4,367
+419
143
$672K 0.17%
7,679
+197
144
$664K 0.16%
6,642
+67
145
$659K 0.16%
13,074
+2
146
$651K 0.16%
28,214
147
$648K 0.16%
46,610
+2,008
148
$643K 0.16%
7,137
+150
149
$639K 0.16%
13,824
+4,967
150
$633K 0.16%
11,267
+100
4 5
6
7 8