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
326
$295K 0.04%
481
+7
327
$293K 0.04%
3,039
328
$289K 0.04%
6,658
329
$287K 0.04%
2,595
330
$286K 0.04%
2,334
+4
331
$285K 0.04%
1,978
332
$285K 0.04%
1,294
333
$285K 0.04%
6,023
-51
334
$283K 0.04%
2,170
-1,140
335
$283K 0.04%
6,250
-100
336
$278K 0.03%
6,420
+1,600
337
$277K 0.03%
4,892
-236
338
$274K 0.03%
4,000
339
$274K 0.03%
5,732
-4,674
340
$274K 0.03%
2,665
341
$269K 0.03%
2,357
-465
342
$266K 0.03%
800
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343
$265K 0.03%
3,028
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344
$261K 0.03%
12,000
345
$258K 0.03%
+393
346
$257K 0.03%
657
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347
$256K 0.03%
1,495
348
$253K 0.03%
3,317
+3,137
349
$252K 0.03%
2,413
+20
350
$251K 0.03%
2,075
-51
12 13
14
15 16