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
701
$19.6K ﹤0.01%
2,000
702
$19.3K ﹤0.01%
344
-335
703
$19.2K ﹤0.01%
80
-30
704
$19.1K ﹤0.01%
214
705
$19K ﹤0.01%
330
+81
706
$18.9K ﹤0.01%
+532
707
$18.3K ﹤0.01%
1,000
708
$17.9K ﹤0.01%
125
+100
709
$17.7K ﹤0.01%
1,400
710
$17.7K ﹤0.01%
413
+15
711
$17.7K ﹤0.01%
200
712
$17.5K ﹤0.01%
+297
713
$17.4K ﹤0.01%
1,000
714
$17.2K ﹤0.01%
92
+51
715
$17.2K ﹤0.01%
1,000
716
$17K ﹤0.01%
218
-82
717
$17K ﹤0.01%
+273
718
$17K ﹤0.01%
400
719
$16.7K ﹤0.01%
+400
720
$16.3K ﹤0.01%
264
721
$16.2K ﹤0.01%
140
+25
722
$16K ﹤0.01%
150
-335
723
$15.8K ﹤0.01%
100
+90
724
$15.7K ﹤0.01%
555
+25
725
$15.5K ﹤0.01%
71
+65
27 28
29
30 31