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
51
$4.33M 0.54%
63,184
-1,331
52
$4.29M 0.53%
41,428
+673
53
$4.21M 0.52%
112,007
-1,450
54
$4.18M 0.52%
141,258
+570
55
$4.14M 0.51%
15,006
+158
56
$4.1M 0.51%
52,169
-164
57
$4.02M 0.5%
31,051
+82
58
$4.01M 0.5%
25,353
+1,884
59
$3.97M 0.49%
22,847
-405
60
$3.91M 0.49%
184,892
+12,029
61
$3.89M 0.48%
27,895
+178
62
$3.85M 0.48%
65,703
+816
63
$3.63M 0.45%
168,230
+7,329
64
$3.47M 0.43%
14,084
65
$3.44M 0.43%
10,111
+346
66
$3.37M 0.42%
32,454
-188
67
$3.36M 0.42%
75,533
+6,024
68
$3.32M 0.41%
28,252
+3,467
69
$3.29M 0.41%
9,167
+61
70
$3.27M 0.41%
12,242
-169
71
$3.27M 0.41%
51,569
+630
72
$3.25M 0.4%
53,420
-1,578
73
$3.23M 0.4%
5,693
+1,474
74
$3.21M 0.4%
13,310
+1,422
75
$2.81M 0.35%
30,125
+951
1 2
3
4 5