AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
551
$55.8K 0.01%
500
552
$55.7K 0.01%
1,360
553
$54.6K 0.01%
685
-1,775
554
$54.2K 0.01%
1,972
+36
555
$53.8K 0.01%
1,240
556
$53.6K 0.01%
+1,688
557
$52.9K 0.01%
960
-224
558
$51.9K 0.01%
325
559
$51.8K 0.01%
100
560
$51.8K 0.01%
800
561
$51.6K 0.01%
61
562
$51.4K 0.01%
600
+100
563
$51.3K 0.01%
170
+15
564
$51.1K 0.01%
1,521
565
$50.9K 0.01%
450
-335
566
$50.7K 0.01%
50
567
$50.2K 0.01%
+4,214
568
$50K 0.01%
722
569
$49.4K 0.01%
+75
570
$48.9K 0.01%
1,836
571
$48.9K 0.01%
462
572
$48.8K 0.01%
1,000
-200
573
$48.7K 0.01%
312
574
$48.6K 0.01%
+785
575
$48.5K 0.01%
+694
21 22
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