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
601
$37.3K ﹤0.01%
500
602
$37.2K ﹤0.01%
1,050
+1,000
603
$37.2K ﹤0.01%
514
604
$36.8K ﹤0.01%
+353
605
$36.8K ﹤0.01%
270
606
$36.8K ﹤0.01%
400
607
$36K ﹤0.01%
500
608
$35.9K ﹤0.01%
215
609
$35.7K ﹤0.01%
60
610
$35.3K ﹤0.01%
592
-400
611
$34.7K ﹤0.01%
380
+234
612
$34.7K ﹤0.01%
426
613
$34.4K ﹤0.01%
1,050
-51
614
$34.1K ﹤0.01%
333
615
$33.9K ﹤0.01%
1,200
616
$33.9K ﹤0.01%
200
617
$33.7K ﹤0.01%
600
618
$33.5K ﹤0.01%
155
619
$33.4K ﹤0.01%
+50
620
$33.3K ﹤0.01%
120
621
$33.2K ﹤0.01%
800
622
$32.9K ﹤0.01%
10,000
623
$32.3K ﹤0.01%
+930
624
$32K ﹤0.01%
175
-20
625
$31.9K ﹤0.01%
777
23 24
25
26 27