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
351
$251K 0.03%
2,970
+210
352
$250K 0.03%
6,769
+650
353
$248K 0.03%
1,875
+80
354
$245K 0.03%
2,265
+105
355
$245K 0.03%
3,480
356
$244K 0.03%
1,513
357
$240K 0.03%
+5,824
358
$239K 0.03%
5,086
+1,800
359
$237K 0.03%
2,717
360
$236K 0.03%
1,510
361
$232K 0.03%
3,656
362
$231K 0.03%
3,150
363
$229K 0.03%
1,120
+100
364
$229K 0.03%
2,525
-890
365
$227K 0.03%
1,637
-419
366
$227K 0.03%
4,646
-115
367
$223K 0.03%
5,000
368
$223K 0.03%
985
369
$223K 0.03%
343
+12
370
$222K 0.03%
6,113
371
$222K 0.03%
4,106
+34
372
$219K 0.03%
5,400
+375
373
$214K 0.03%
10,472
-192
374
$205K 0.03%
6,380
375
$204K 0.03%
2,600
13 14
15
16 17