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
201
$276K 0.09%
5,405
+290
202
$275K 0.09%
34,580
+12,740
203
$274K 0.09%
23,162
-607
204
$272K 0.09%
+4,835
205
$272K 0.09%
8,400
206
$271K 0.09%
1,670
207
$269K 0.09%
19,100
208
$268K 0.09%
2,455
209
$265K 0.09%
2,064
+237
210
$263K 0.09%
4,861
-525
211
$263K 0.09%
25,662
+55
212
$260K 0.09%
10,610
+2,750
213
$260K 0.09%
3,033
214
$259K 0.09%
1,307
-100
215
$258K 0.09%
1,903
+63
216
$257K 0.09%
3,962
-148
217
$256K 0.09%
6,876
+5,172
218
$255K 0.08%
5,966
-350
219
$254K 0.08%
4,495
220
$254K 0.08%
2,700
221
$252K 0.08%
8,000
222
$247K 0.08%
11,125
223
$246K 0.08%
7,200
224
$239K 0.08%
7,000
225
$236K 0.08%
1,220
+200
7 8
9
10 11