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
426
$142K 0.02%
331
+295
427
$141K 0.02%
2,345
+4
428
$141K 0.02%
4,575
+300
429
$138K 0.02%
14,218
-1,648
430
$137K 0.02%
395
+20
431
$136K 0.02%
500
432
$135K 0.02%
+600
433
$133K 0.02%
+350
434
$133K 0.02%
919
435
$133K 0.02%
1,800
+300
436
$132K 0.02%
2,060
437
$131K 0.02%
6,903
+32
438
$131K 0.02%
6,161
+1,161
439
$130K 0.02%
2,949
-128
440
$129K 0.02%
920
+370
441
$129K 0.02%
2,867
442
$128K 0.02%
1,395
+162
443
$128K 0.02%
5,050
444
$128K 0.02%
+1,491
445
$127K 0.02%
267
-3
446
$127K 0.02%
2,300
447
$125K 0.02%
392
-151
448
$124K 0.02%
1,700
-69
449
$124K 0.02%
+1,175
450
$123K 0.02%
911
16 17
18
19 20