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
1
$12.8M 4.23%
159,410
+12,283
2
$8.62M 2.86%
91,886
+235
3
$6.76M 2.24%
83,690
+436
4
$5.65M 1.88%
82,018
+3,089
5
$5.6M 1.86%
42,334
+471
6
$4.85M 1.61%
170,172
-2,388
7
$4.78M 1.59%
36,956
+229
8
$4.35M 1.44%
109,224
+10,285
9
$4.25M 1.41%
52,865
+9,480
10
$3.82M 1.27%
17,597
-10
11
$3.74M 1.24%
44,723
+876
12
$3.65M 1.21%
81,647
-3,366
13
$3.52M 1.17%
20,771
+785
14
$3.4M 1.13%
32,037
-161
15
$3.38M 1.12%
93,912
-100
16
$3.37M 1.12%
30,970
+1,260
17
$3.31M 1.1%
45,606
+785
18
$3.17M 1.05%
27,423
-323
19
$3.07M 1.02%
68,417
-613
20
$2.86M 0.95%
38,936
-300
21
$2.85M 0.95%
89,472
+2,866
22
$2.76M 0.91%
23,477
-300
23
$2.72M 0.9%
17,722
+388
24
$2.72M 0.9%
34,009
-3,990
25
$2.7M 0.9%
55,622
+830
1
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