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
726
$15.5K ﹤0.01%
71
+65
727
$15.4K ﹤0.01%
200
728
$15.2K ﹤0.01%
55
729
$14.8K ﹤0.01%
+145
730
$14.7K ﹤0.01%
216
731
$14.7K ﹤0.01%
105
732
$14.7K ﹤0.01%
1,000
733
$14.6K ﹤0.01%
225
+1
734
$14.5K ﹤0.01%
1,000
735
$14.5K ﹤0.01%
200
736
$14.4K ﹤0.01%
1,000
737
$14.4K ﹤0.01%
120
+67
738
$14.4K ﹤0.01%
4,000
-1,000
739
$14K ﹤0.01%
64
740
$13.8K ﹤0.01%
+317
741
$13.8K ﹤0.01%
400
742
$13.7K ﹤0.01%
268
743
$13.7K ﹤0.01%
360
744
$13.7K ﹤0.01%
1,950
745
$13.6K ﹤0.01%
330
746
$13.3K ﹤0.01%
367
+300
747
$13.3K ﹤0.01%
848
+500
748
$13.3K ﹤0.01%
250
-250
749
$13K ﹤0.01%
200
750
$12.9K ﹤0.01%
100