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
1
$19.2M 4.74%
246,400
+21,050
2
$12M 2.96%
90,588
-3,305
3
$10.4M 2.55%
105,121
+6,455
4
$7.04M 1.74%
126,240
+42,500
5
$6.9M 1.7%
81,140
+16,220
6
$5.46M 1.35%
66,003
+315
7
$5.41M 1.33%
21,682
+284
8
$5.4M 1.33%
116,708
+2,928
9
$5.38M 1.33%
44,338
+568
10
$5.06M 1.25%
141,646
+8,829
11
$4.72M 1.16%
20,799
+506
12
$4.64M 1.14%
191,343
+21,566
13
$4.56M 1.12%
32,208
+1
14
$4.39M 1.08%
47,346
+1,639
15
$4.37M 1.08%
87,825
+1,041
16
$4.24M 1.04%
22,710
+90
17
$4.12M 1.02%
39,341
+1,750
18
$4M 0.99%
79,470
-283
19
$3.88M 0.96%
49,117
-199
20
$3.69M 0.91%
10,983
+240
21
$3.52M 0.87%
36,880
+138
22
$3.37M 0.83%
17,269
+25
23
$3.36M 0.83%
97,535
+1,579
24
$3.3M 0.81%
117,040
+20,356
25
$3.25M 0.8%
38,918
+4,095
1
2 3 4 5