AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.56M
2
+$1.99M
3
+$1.22M
4
MRK icon
Merck
MRK
+$957K
5
COST icon
Costco
COST
+$755K

Top Sells

1
+$1.7M
2
+$961K
3
+$608K
4
CNP icon
CenterPoint Energy
CNP
+$522K
5
AZTA icon
Azenta
AZTA
+$366K

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
626
$30.9K ﹤0.01%
714
+7
627
$30.8K ﹤0.01%
234
-20
628
$30.7K ﹤0.01%
403
+33
629
$30.3K ﹤0.01%
908
630
$30.3K ﹤0.01%
533
631
$30.1K ﹤0.01%
650
632
$30.1K ﹤0.01%
+492
633
$29.8K ﹤0.01%
356
634
$29.7K ﹤0.01%
2,000
635
$29.1K ﹤0.01%
+251
636
$28.6K ﹤0.01%
400
637
$28.5K ﹤0.01%
630
638
$28.5K ﹤0.01%
+429
639
$28.4K ﹤0.01%
1,000
640
$28.3K ﹤0.01%
400
641
$28.3K ﹤0.01%
50
642
$28.3K ﹤0.01%
274
+144
643
$28.2K ﹤0.01%
300
644
$28.1K ﹤0.01%
273
645
$28K ﹤0.01%
400
646
$27.8K ﹤0.01%
+2,500
647
$27.7K ﹤0.01%
626
-23
648
$27.4K ﹤0.01%
1,437
649
$27.2K ﹤0.01%
450
650
$27K ﹤0.01%
550
24 25
26
27 28