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
751
$12.5K ﹤0.01%
75
-47
752
$12.4K ﹤0.01%
740
753
$12.2K ﹤0.01%
313
754
$12.2K ﹤0.01%
69
+25
755
$12.2K ﹤0.01%
200
756
$12K ﹤0.01%
475
757
$12K ﹤0.01%
1,500
758
$11.9K ﹤0.01%
100
759
$11.8K ﹤0.01%
87
760
$11.8K ﹤0.01%
71
+13
761
$11.8K ﹤0.01%
+1,200
762
$11.7K ﹤0.01%
740
763
$11.7K ﹤0.01%
40
764
$11.7K ﹤0.01%
+1,200
765
$11.7K ﹤0.01%
714
766
$11.7K ﹤0.01%
225
767
$11.7K ﹤0.01%
+150
768
$11.6K ﹤0.01%
138
769
$11.6K ﹤0.01%
+150
770
$11.6K ﹤0.01%
40
771
$11.4K ﹤0.01%
500
772
$11.3K ﹤0.01%
146
773
$11.3K ﹤0.01%
249
774
$11.2K ﹤0.01%
300
775
$11K ﹤0.01%
+200
29 30
31
32 33