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
26
$6.87M 0.85%
43,941
+4,293
27
$6.55M 0.81%
7,898
28
$6.55M 0.81%
32,786
+1,360
29
$6.38M 0.79%
24,681
-264
30
$6.14M 0.76%
100,321
+3,003
31
$6.02M 0.75%
13,792
-4
32
$5.75M 0.71%
110,693
-6,968
33
$5.73M 0.71%
74,828
+12,010
34
$5.7M 0.71%
31,143
-183
35
$5.68M 0.71%
8,513
+84
36
$5.65M 0.7%
95,362
+2,173
37
$5.58M 0.69%
33,435
-590
38
$5.58M 0.69%
255,440
+20,388
39
$5.56M 0.69%
33,968
+739
40
$5.37M 0.67%
250,413
+5,808
41
$5.23M 0.65%
133,914
-734
42
$5.19M 0.64%
35,820
+1,320
43
$4.85M 0.6%
73,639
+1,698
44
$4.81M 0.6%
18,068
+834
45
$4.69M 0.58%
13,932
+754
46
$4.66M 0.58%
13,239
+8
47
$4.57M 0.57%
15,340
-279
48
$4.47M 0.56%
204,328
+4,221
49
$4.4M 0.55%
50,486
-397
50
$4.35M 0.54%
86,423
-922
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2
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