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
751
$12.6K ﹤0.01%
258
752
$12.5K ﹤0.01%
75
-47
753
$12.4K ﹤0.01%
740
754
$12.2K ﹤0.01%
313
755
$12.2K ﹤0.01%
69
+25
756
$12.2K ﹤0.01%
200
757
$12K ﹤0.01%
475
758
$12K ﹤0.01%
1,500
759
$11.9K ﹤0.01%
100
760
$11.8K ﹤0.01%
87
761
$11.8K ﹤0.01%
71
+13
762
$11.8K ﹤0.01%
+1,200
763
$11.7K ﹤0.01%
740
764
$11.7K ﹤0.01%
40
765
$11.7K ﹤0.01%
+1,200
766
$11.7K ﹤0.01%
714
767
$11.7K ﹤0.01%
225
768
$11.7K ﹤0.01%
+150
769
$11.6K ﹤0.01%
138
770
$11.6K ﹤0.01%
+150
771
$11.6K ﹤0.01%
40
772
$11.4K ﹤0.01%
500
773
$11.3K ﹤0.01%
249
774
$11.3K ﹤0.01%
146
775
$11.2K ﹤0.01%
300