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
701
$19.7K ﹤0.01%
2,000
702
$19.6K ﹤0.01%
2,000
703
$19.3K ﹤0.01%
344
-335
704
$19.2K ﹤0.01%
80
-30
705
$19.1K ﹤0.01%
214
706
$19K ﹤0.01%
249
+61
707
$18.9K ﹤0.01%
+532
708
$18.3K ﹤0.01%
1,000
709
$17.9K ﹤0.01%
125
+100
710
$17.7K ﹤0.01%
1,400
711
$17.7K ﹤0.01%
413
+15
712
$17.7K ﹤0.01%
200
713
$17.5K ﹤0.01%
+297
714
$17.4K ﹤0.01%
1,000
715
$17.2K ﹤0.01%
92
+51
716
$17.2K ﹤0.01%
1,000
717
$17K ﹤0.01%
218
-82
718
$17K ﹤0.01%
+273
719
$17K ﹤0.01%
400
720
$16.7K ﹤0.01%
+400
721
$16.3K ﹤0.01%
264
722
$16.2K ﹤0.01%
140
+25
723
$16K ﹤0.01%
150
-335
724
$15.8K ﹤0.01%
100
+90
725
$15.7K ﹤0.01%
555
+25
27 28
29
30 31