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
151
$616K 0.15%
4,444
+58
152
$613K 0.15%
12,153
+5,357
153
$609K 0.15%
19,100
+3,100
154
$606K 0.15%
21,240
+1,240
155
$605K 0.15%
10,422
+351
156
$602K 0.15%
1,955
+60
157
$593K 0.15%
41,940
+460
158
$588K 0.14%
8,600
159
$585K 0.14%
15,990
-335
160
$570K 0.14%
4,150
161
$570K 0.14%
10,756
-532
162
$565K 0.14%
16,616
-375
163
$560K 0.14%
11,808
+1,793
164
$558K 0.14%
4,110
+395
165
$554K 0.14%
4,934
-48
166
$551K 0.14%
1,865
-85
167
$547K 0.13%
8,630
+75
168
$543K 0.13%
8,107
169
$528K 0.13%
28,950
-2,220
170
$525K 0.13%
12,798
+1,271
171
$518K 0.13%
16,140
+6,000
172
$514K 0.13%
6,020
-48
173
$514K 0.13%
16,200
174
$512K 0.13%
3,000
175
$492K 0.12%
9,300
+1,400
5 6
7
8 9