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
576
$48.2K 0.01%
1,850
577
$47K 0.01%
+2,500
578
$46.9K 0.01%
1,300
579
$46.8K 0.01%
5,000
+2,400
580
$46.5K 0.01%
1,565
-200
581
$46.3K 0.01%
1,546
+5
582
$45.5K 0.01%
1,268
+502
583
$44.9K 0.01%
+627
584
$44.5K 0.01%
600
585
$44.4K 0.01%
2,570
586
$43.6K 0.01%
1,000
587
$43.5K 0.01%
2,700
588
$43.1K 0.01%
1,169
+1,067
589
$41.2K 0.01%
100
590
$41.1K 0.01%
+434
591
$40.7K 0.01%
1,795
+1,746
592
$40.7K 0.01%
610
593
$40.5K 0.01%
1,121
594
$40.4K 0.01%
+766
595
$40.4K 0.01%
+1,236
596
$40.2K 0.01%
1,341
-699
597
$40K 0.01%
363
598
$38.9K ﹤0.01%
536
599
$38.5K ﹤0.01%
+310
600
$38.2K ﹤0.01%
+375
22 23
24
25 26