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
676
$22.8K ﹤0.01%
270
677
$22.7K ﹤0.01%
+1,000
678
$22.7K ﹤0.01%
389
679
$22.6K ﹤0.01%
137
680
$22.6K ﹤0.01%
150
681
$22.4K ﹤0.01%
246
682
$22.1K ﹤0.01%
100
683
$21.9K ﹤0.01%
+260
684
$21.6K ﹤0.01%
1,200
+990
685
$21.6K ﹤0.01%
500
686
$21.5K ﹤0.01%
184
687
$21.4K ﹤0.01%
275
-85
688
$21.3K ﹤0.01%
141
+91
689
$21.3K ﹤0.01%
300
690
$20.9K ﹤0.01%
2,000
691
$20.9K ﹤0.01%
800
692
$20.7K ﹤0.01%
+200
693
$20.7K ﹤0.01%
2,110
+1,000
694
$20.6K ﹤0.01%
2,000
695
$20.3K ﹤0.01%
+146
696
$20.2K ﹤0.01%
169
+135
697
$19.9K ﹤0.01%
405
698
$19.8K ﹤0.01%
515
699
$19.8K ﹤0.01%
+300
700
$19.7K ﹤0.01%
2,000