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
676
$22.7K ﹤0.01%
+1,000
677
$22.7K ﹤0.01%
389
678
$22.6K ﹤0.01%
137
679
$22.6K ﹤0.01%
150
680
$22.4K ﹤0.01%
246
681
$22.1K ﹤0.01%
100
682
$21.9K ﹤0.01%
+260
683
$21.6K ﹤0.01%
1,200
+990
684
$21.6K ﹤0.01%
500
685
$21.5K ﹤0.01%
184
686
$21.4K ﹤0.01%
275
-85
687
$21.3K ﹤0.01%
141
+91
688
$21.3K ﹤0.01%
300
689
$20.9K ﹤0.01%
2,000
690
$20.9K ﹤0.01%
800
691
$20.7K ﹤0.01%
+200
692
$20.7K ﹤0.01%
2,110
+1,000
693
$20.6K ﹤0.01%
2,000
694
$20.3K ﹤0.01%
+146
695
$20.2K ﹤0.01%
169
+135
696
$19.9K ﹤0.01%
405
697
$19.8K ﹤0.01%
540
698
$19.8K ﹤0.01%
+300
699
$19.7K ﹤0.01%
2,000
700
$19.7K ﹤0.01%
2,000