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
726
$15.4K ﹤0.01%
200
727
$15.2K ﹤0.01%
55
728
$14.8K ﹤0.01%
+145
729
$14.7K ﹤0.01%
216
730
$14.7K ﹤0.01%
105
731
$14.7K ﹤0.01%
1,000
732
$14.6K ﹤0.01%
225
+1
733
$14.5K ﹤0.01%
1,000
734
$14.5K ﹤0.01%
200
735
$14.4K ﹤0.01%
1,000
736
$14.4K ﹤0.01%
120
+67
737
$14.4K ﹤0.01%
4,000
-1,000
738
$14K ﹤0.01%
64
739
$13.8K ﹤0.01%
+317
740
$13.8K ﹤0.01%
400
741
$13.7K ﹤0.01%
268
742
$13.7K ﹤0.01%
360
743
$13.7K ﹤0.01%
1,950
744
$13.6K ﹤0.01%
330
745
$13.3K ﹤0.01%
367
+300
746
$13.3K ﹤0.01%
848
+500
747
$13.3K ﹤0.01%
250
-250
748
$13K ﹤0.01%
200
749
$12.9K ﹤0.01%
100
750
$12.6K ﹤0.01%
258