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
651
$27K ﹤0.01%
550
652
$26.9K ﹤0.01%
235
653
$26.8K ﹤0.01%
364
654
$26.8K ﹤0.01%
448
655
$26.7K ﹤0.01%
252
656
$26.7K ﹤0.01%
450
657
$25.7K ﹤0.01%
300
658
$25.6K ﹤0.01%
650
659
$25.4K ﹤0.01%
100
660
$25.4K ﹤0.01%
+300
661
$25.3K ﹤0.01%
1,000
662
$24.9K ﹤0.01%
+1,377
663
$24.8K ﹤0.01%
1,500
664
$24.7K ﹤0.01%
+67
665
$24.3K ﹤0.01%
213
666
$24.3K ﹤0.01%
300
667
$24.2K ﹤0.01%
292
668
$24.2K ﹤0.01%
2,226
669
$24.1K ﹤0.01%
255
670
$24K ﹤0.01%
570
671
$23.7K ﹤0.01%
+70
672
$23.4K ﹤0.01%
5,011
-5,751
673
$23.1K ﹤0.01%
275
674
$23K ﹤0.01%
650
675
$23K ﹤0.01%
+700