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
251
$489K 0.06%
775
+182
252
$484K 0.06%
4,218
-156
253
$483K 0.06%
13,250
254
$480K 0.06%
6,430
+4,637
255
$476K 0.06%
+900
256
$467K 0.06%
7,803
+5,902
257
$466K 0.06%
5,540
+1,386
258
$466K 0.06%
1,451
-23
259
$465K 0.06%
6,950
+1,850
260
$459K 0.06%
1,339
+4
261
$455K 0.06%
2,852
-313
262
$451K 0.06%
2,162
-453
263
$450K 0.06%
14,050
-250
264
$444K 0.06%
3,859
-453
265
$442K 0.05%
13,800
+7,040
266
$436K 0.05%
1,177
+9
267
$434K 0.05%
2,555
-135
268
$428K 0.05%
2,175
269
$426K 0.05%
13,004
-1,473
270
$424K 0.05%
14,250
-7,375
271
$423K 0.05%
8,557
-229
272
$422K 0.05%
7,377
-310
273
$420K 0.05%
1,435
+302
274
$417K 0.05%
1,874
+1,685
275
$415K 0.05%
8,715
+1
9 10
11
12 13