AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+9.75%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$805M
AUM Growth
+$86.5M
(+12%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
20.46%
Holding
1,052
New
121
Increased
274
Reduced
202
Closed
51
Top Buys
| 1 |
Zimmer Biomet
ZBH
|
$2.41M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$1.99M |
| 3 |
NVIDIA
NVDA
|
$1.3M |
| 4 |
Merck
MRK
|
$920K |
| 5 |
Costco
COST
|
$837K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.69M |
| 2 |
AT&T
T
|
$955K |
| 3 |
Fortinet
FTNT
|
$664K |
| 4 |
CenterPoint Energy
CNP
|
$546K |
| 5 |
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% |
