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
376
$203K 0.03%
845
377
$203K 0.03%
5,832
-350
378
$197K 0.02%
700
379
$196K 0.02%
1,124
-140
380
$194K 0.02%
5,175
381
$194K 0.02%
440
382
$192K 0.02%
7,875
+63
383
$190K 0.02%
3,440
-36
384
$188K 0.02%
2,200
385
$187K 0.02%
4,714
386
$187K 0.02%
1,924
387
$183K 0.02%
1,104
388
$183K 0.02%
13,622
-468
389
$181K 0.02%
2,639
390
$181K 0.02%
1,350
+450
391
$181K 0.02%
4,627
+645
392
$180K 0.02%
4,788
393
$180K 0.02%
2,230
-143
394
$180K 0.02%
2,328
-375
395
$179K 0.02%
3,150
+2,895
396
$178K 0.02%
685
397
$177K 0.02%
2,595
+100
398
$175K 0.02%
785
399
$174K 0.02%
2,508
400
$173K 0.02%
1,025
14 15
16
17 18