AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.3M
2
+$1.64M
3
+$1.29M
4
D icon
Dominion Energy
D
+$810K
5
LHCG
LHC Group LLC
LHCG
+$740K

Top Sells

1
+$425K
2
+$289K
3
+$275K
4
VOD icon
Vodafone
VOD
+$274K
5
CATO icon
Cato Corp
CATO
+$215K

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
176
$489K 0.12%
4,214
+3
177
$487K 0.12%
3,600
-90
178
$479K 0.12%
25,218
+1,562
179
$476K 0.12%
5,580
180
$475K 0.12%
23,668
+1,356
181
$473K 0.12%
2,890
+75
182
$470K 0.12%
11,935
-383
183
$468K 0.12%
3,520
184
$466K 0.11%
23,063
+1,346
185
$465K 0.11%
1,989
-139
186
$462K 0.11%
6,578
+100
187
$461K 0.11%
10,929
+120
188
$461K 0.11%
13,129
+8
189
$456K 0.11%
16,461
+6
190
$455K 0.11%
9,015
+2,821
191
$451K 0.11%
15,455
-4,460
192
$450K 0.11%
22,763
+1,379
193
$450K 0.11%
8,577
+1,529
194
$448K 0.11%
23,956
+1,453
195
$448K 0.11%
3,355
-413
196
$444K 0.11%
30,670
+981
197
$441K 0.11%
7,968
198
$439K 0.11%
15,870
-800
199
$434K 0.11%
5,101
+125
200
$431K 0.11%
1,970
+45
6 7
8
9 10