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
626
$31.2K ﹤0.01%
165
627
$30.9K ﹤0.01%
714
+7
628
$30.8K ﹤0.01%
234
-20
629
$30.7K ﹤0.01%
403
+33
630
$30.3K ﹤0.01%
908
631
$30.3K ﹤0.01%
533
632
$30.1K ﹤0.01%
650
633
$30.1K ﹤0.01%
+492
634
$29.8K ﹤0.01%
356
635
$29.7K ﹤0.01%
2,000
636
$29.1K ﹤0.01%
+251
637
$28.6K ﹤0.01%
400
638
$28.5K ﹤0.01%
315
639
$28.5K ﹤0.01%
+429
640
$28.4K ﹤0.01%
1,000
641
$28.3K ﹤0.01%
400
642
$28.3K ﹤0.01%
50
643
$28.3K ﹤0.01%
274
+144
644
$28.2K ﹤0.01%
300
645
$28.1K ﹤0.01%
273
646
$28K ﹤0.01%
400
647
$27.8K ﹤0.01%
+2,500
648
$27.7K ﹤0.01%
626
-23
649
$27.4K ﹤0.01%
1,437
650
$27.2K ﹤0.01%
450