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
301
$356K 0.04%
6,560
-50
302
$354K 0.04%
43,030
303
$351K 0.04%
2,176
+840
304
$348K 0.04%
205
-10
305
$343K 0.04%
3,102
-22
306
$342K 0.04%
2,570
307
$340K 0.04%
820
+800
308
$340K 0.04%
+1,120
309
$338K 0.04%
1,380
310
$337K 0.04%
1,376
-95
311
$337K 0.04%
900
312
$333K 0.04%
7,470
+6,820
313
$331K 0.04%
4,970
+66
314
$327K 0.04%
6,096
315
$324K 0.04%
2,975
+2,457
316
$315K 0.04%
1,170
-210
317
$315K 0.04%
5,010
+25
318
$305K 0.04%
2,700
319
$303K 0.04%
5,420
-775
320
$302K 0.04%
25,773
321
$302K 0.04%
3,925
322
$302K 0.04%
1,650
323
$301K 0.04%
612
-130
324
$301K 0.04%
+7,000
325
$295K 0.04%
3,175
11 12
13
14 15