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
476
$103K 0.01%
1,528
+150
477
$103K 0.01%
3,727
+10
478
$102K 0.01%
2,309
479
$102K 0.01%
1,685
-50
480
$102K 0.01%
585
+147
481
$101K 0.01%
154
+9
482
$101K 0.01%
4,691
+4,311
483
$100K 0.01%
518
484
$99.9K 0.01%
3,206
+756
485
$99.9K 0.01%
3,733
+1
486
$99.9K 0.01%
965
487
$99.7K 0.01%
2,100
-190
488
$99.2K 0.01%
3,258
-946
489
$99.1K 0.01%
443
-34
490
$98.9K 0.01%
7,309
-712
491
$97.9K 0.01%
725
492
$96.5K 0.01%
5,981
493
$92.9K 0.01%
1,864
-300
494
$92.2K 0.01%
1,227
+427
495
$92.1K 0.01%
+501
496
$91.8K 0.01%
5,120
497
$91.8K 0.01%
2,900
-103
498
$91.1K 0.01%
1,106
499
$90.8K 0.01%
+510
500
$90.1K 0.01%
416
-9
18 19
20
21 22