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
501
$87.2K 0.01%
321
+7
502
$83.2K 0.01%
1,702
+78
503
$81.7K 0.01%
1,957
504
$80.5K 0.01%
833
505
$80.3K 0.01%
1,672
+160
506
$77K 0.01%
581
-610
507
$76.3K 0.01%
721
+40
508
$74.6K 0.01%
2,473
509
$74.4K 0.01%
1,476
-58
510
$74.1K 0.01%
3,190
511
$74K 0.01%
+1,185
512
$72.6K 0.01%
2,000
513
$72K 0.01%
256
+166
514
$70.6K 0.01%
+535
515
$70.5K 0.01%
2,025
516
$70.4K 0.01%
2,400
-100
517
$69.9K 0.01%
2,000
+1,000
518
$69.2K 0.01%
2,065
519
$69.1K 0.01%
2,300
-147
520
$68.7K 0.01%
1,000
521
$66.8K 0.01%
3,197
+6
522
$65.6K 0.01%
917
523
$65.3K 0.01%
247
524
$65.3K 0.01%
2,994
525
$65.2K 0.01%
+10,510
19 20
21
22 23