AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
401
$172K 0.02%
1,305
-351
402
$171K 0.02%
1,794
403
$171K 0.02%
990
-50
404
$170K 0.02%
10,780
405
$169K 0.02%
775
-65
406
$169K 0.02%
2,328
407
$168K 0.02%
3,019
408
$168K 0.02%
+1,100
409
$167K 0.02%
3,500
+1,415
410
$166K 0.02%
1,015
+371
411
$164K 0.02%
1,337
+32
412
$161K 0.02%
2,903
+43
413
$161K 0.02%
775
414
$159K 0.02%
363
+28
415
$157K 0.02%
843
+143
416
$156K 0.02%
196
+13
417
$156K 0.02%
1,925
+1,050
418
$156K 0.02%
+3,746
419
$152K 0.02%
1,882
420
$152K 0.02%
+1,100
421
$150K 0.02%
10,000
422
$148K 0.02%
1,237
+290
423
$148K 0.02%
4,483
-2,500
424
$146K 0.02%
2,182
425
$146K 0.02%
12,000
15 16
17
18 19