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
276
$411K 0.05%
5,008
-975
277
$410K 0.05%
2,722
+232
278
$406K 0.05%
+13,098
279
$401K 0.05%
3,519
280
$397K 0.05%
2,309
281
$395K 0.05%
9,663
282
$393K 0.05%
3,249
-467
283
$391K 0.05%
25,342
+624
284
$388K 0.05%
40,200
+1,000
285
$387K 0.05%
13,940
286
$383K 0.05%
12,125
287
$381K 0.05%
1,498
288
$380K 0.05%
2,815
-820
289
$378K 0.05%
2,090
-90
290
$376K 0.05%
279
+275
291
$375K 0.05%
4,510
-770
292
$374K 0.05%
25,018
+500
293
$372K 0.05%
13,341
-19,548
294
$364K 0.05%
3,350
+35
295
$363K 0.05%
14,375
296
$363K 0.05%
142,500
+7,000
297
$360K 0.04%
3,568
+171
298
$360K 0.04%
8,653
+1,104
299
$359K 0.04%
1,535
-747
300
$358K 0.04%
3,145
10 11
12
13 14