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
451
$123K 0.02%
5,532
452
$123K 0.02%
4,284
+50
453
$123K 0.02%
636
+90
454
$122K 0.02%
+850
455
$121K 0.02%
1,800
+1,000
456
$120K 0.01%
853
+92
457
$119K 0.01%
2,137
+448
458
$119K 0.01%
+450
459
$118K 0.01%
5,500
460
$116K 0.01%
1,219
461
$116K 0.01%
2,250
+1,500
462
$115K 0.01%
2,485
463
$115K 0.01%
562
+69
464
$113K 0.01%
725
-1,150
465
$111K 0.01%
1,000
-225
466
$111K 0.01%
485
+100
467
$110K 0.01%
4,330
-2,000
468
$110K 0.01%
2,000
469
$109K 0.01%
2,116
-184
470
$108K 0.01%
1,050
-3,375
471
$106K 0.01%
2,519
-1,755
472
$105K 0.01%
1,500
473
$105K 0.01%
5,200
474
$104K 0.01%
2,205
+1,287
475
$103K 0.01%
2,470
17 18
19
20 21