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
151
$440K 0.15%
18,625
+600
152
$434K 0.14%
16,040
-500
153
$434K 0.14%
5,570
-280
154
$434K 0.14%
1,690
-15
155
$432K 0.14%
9,445
-1,150
156
$429K 0.14%
7,405
157
$424K 0.14%
20,195
158
$421K 0.14%
6,340
+950
159
$421K 0.14%
9,445
+1,855
160
$418K 0.14%
4,500
-300
161
$409K 0.14%
17,550
+4,200
162
$403K 0.13%
17,400
163
$399K 0.13%
3,418
-1,162
164
$395K 0.13%
6,095
+1,350
165
$394K 0.13%
2,870
-53
166
$391K 0.13%
9,567
-100
167
$390K 0.13%
1,405
168
$388K 0.13%
11,871
-309
169
$384K 0.13%
23,710
+80
170
$384K 0.13%
1,725
-50
171
$378K 0.13%
3,060
-25
172
$378K 0.13%
11,350
-1,050
173
$376K 0.12%
10,885
-20
174
$376K 0.12%
890
+27
175
$369K 0.12%
13,493
+1,005
5 6
7
8 9