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
526
$64.8K 0.01%
323
-480
527
$63.4K 0.01%
314
528
$63.1K 0.01%
267
529
$63K 0.01%
3,660
530
$62.5K 0.01%
5,000
+500
531
$62.5K 0.01%
1,000
532
$62.3K 0.01%
935
533
$61.8K 0.01%
+5,050
534
$61.7K 0.01%
50
-35
535
$61.3K 0.01%
1,200
536
$60.6K 0.01%
586
537
$60.1K 0.01%
1,200
538
$59.7K 0.01%
682
+99
539
$59.3K 0.01%
170
540
$59.1K 0.01%
3,598
-329
541
$59K 0.01%
1,602
542
$58.8K 0.01%
+1,000
543
$58.7K 0.01%
1,750
544
$58.6K 0.01%
+1,266
545
$58.2K 0.01%
668
546
$58.1K 0.01%
507
+140
547
$57.8K 0.01%
3,900
548
$56.8K 0.01%
+251
549
$56.7K 0.01%
248
550
$56.6K 0.01%
290
20 21
22
23 24