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
201
$430K 0.11%
15,069
+36
202
$428K 0.11%
4,959
+212
203
$417K 0.1%
9,356
204
$409K 0.1%
12,853
+1
205
$406K 0.1%
12,659
+10
206
$404K 0.1%
7,152
207
$401K 0.1%
6,875
+154
208
$401K 0.1%
2,865
+35
209
$400K 0.1%
12,473
+3,314
210
$399K 0.1%
3,479
211
$393K 0.1%
10,957
+4
212
$386K 0.1%
3,325
213
$384K 0.09%
4,200
214
$381K 0.09%
6,375
+1,000
215
$376K 0.09%
2,415
+80
216
$374K 0.09%
16,483
-3,809
217
$360K 0.09%
3,684
-520
218
$358K 0.09%
34,875
219
$354K 0.09%
4,925
+125
220
$354K 0.09%
9,750
+135
221
$351K 0.09%
7,638
222
$347K 0.09%
600
-100
223
$345K 0.09%
5,500
224
$343K 0.08%
2,087
225
$343K 0.08%
11,929
+494
7 8
9
10 11