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
$805M
AUM Growth
+$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,052
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.99M
3
+$1.3M
4
MRK icon
Merck
MRK
+$920K
5
COST icon
Costco
COST
+$837K

Top Sells

1
+$1.69M
2
+$955K
3
+$664K
4
CNP icon
CenterPoint Energy
CNP
+$546K
5
AWK icon
American Water Works
AWK
+$386K

Sector Composition

1 Technology 15.43%
2 Healthcare 12.97%
3 Financials 10.3%
4 Industrials 8.67%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$580K 0.07%
17,703
+3,753
227
$575K 0.07%
2,261
-57
228
$570K 0.07%
16,300
+1,750
229
$564K 0.07%
11,892
-365
230
$563K 0.07%
3,378
-48
231
$556K 0.07%
5,970
+2,900
232
$556K 0.07%
2,764
-666
233
$548K 0.07%
6,971
-63
234
$543K 0.07%
2,081
-33
235
$540K 0.07%
14,433
+2,647
236
$531K 0.07%
3,641
+98
237
$523K 0.06%
5,874
238
$522K 0.06%
1,854
+200
239
$515K 0.06%
4,333
-1,873
240
$513K 0.06%
2,918
+12
241
$511K 0.06%
4,616
+16
242
$511K 0.06%
2,284
-157
243
$507K 0.06%
6,625
244
$507K 0.06%
10,565
+235
245
$498K 0.06%
1,415
-75
246
$496K 0.06%
26,352
247
$496K 0.06%
4,240
-639
248
$494K 0.06%
5,030
+987
249
$492K 0.06%
2,500
-74
250
$491K 0.06%
6,830
-2,700
8 9
10
11 12