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
651
$26.9K ﹤0.01%
235
652
$26.8K ﹤0.01%
364
653
$26.8K ﹤0.01%
448
654
$26.7K ﹤0.01%
252
655
$26.7K ﹤0.01%
450
656
$25.7K ﹤0.01%
300
657
$25.6K ﹤0.01%
650
658
$25.4K ﹤0.01%
100
659
$25.4K ﹤0.01%
+300
660
$25.3K ﹤0.01%
1,000
661
$24.9K ﹤0.01%
+1,377
662
$24.8K ﹤0.01%
1,500
663
$24.7K ﹤0.01%
+67
664
$24.3K ﹤0.01%
213
665
$24.3K ﹤0.01%
300
666
$24.2K ﹤0.01%
292
667
$24.2K ﹤0.01%
2,226
668
$24.1K ﹤0.01%
255
669
$24K ﹤0.01%
570
670
$23.7K ﹤0.01%
+70
671
$23.4K ﹤0.01%
5,011
-5,751
672
$23.1K ﹤0.01%
275
673
$23K ﹤0.01%
650
674
$23K ﹤0.01%
+700
675
$22.8K ﹤0.01%
270