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
176
$367K 0.12%
13,404
+8
177
$365K 0.12%
3,000
178
$361K 0.12%
7,974
179
$352K 0.12%
13,956
+3,000
180
$345K 0.11%
23,600
181
$339K 0.11%
9,698
-193
182
$336K 0.11%
2,383
+397
183
$335K 0.11%
3,914
184
$333K 0.11%
6,360
185
$329K 0.11%
9,425
-50
186
$324K 0.11%
13,314
187
$319K 0.11%
4,304
+1,054
188
$318K 0.11%
5,822
+102
189
$318K 0.11%
4,415
-495
190
$316K 0.1%
10,850
+100
191
$315K 0.1%
5,900
+4,900
192
$303K 0.1%
3,427
193
$301K 0.1%
2,105
-40
194
$299K 0.1%
30,000
195
$295K 0.1%
2,365
+72
196
$294K 0.1%
9,540
+250
197
$288K 0.1%
3,700
198
$284K 0.09%
1,634
199
$282K 0.09%
20,072
200
$276K 0.09%
1,875
+335
6 7
8
9 10