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
776
$10.6K ﹤0.01%
250
777
$10.6K ﹤0.01%
140
+100
778
$10.6K ﹤0.01%
333
779
$10.6K ﹤0.01%
+150
780
$10.5K ﹤0.01%
120
-20
781
$10.4K ﹤0.01%
200
782
$10.2K ﹤0.01%
393
783
$10.1K ﹤0.01%
+1,489
784
$10.1K ﹤0.01%
408
785
$9.99K ﹤0.01%
400
786
$9.97K ﹤0.01%
+87
787
$9.91K ﹤0.01%
400
788
$9.88K ﹤0.01%
775
789
$9.82K ﹤0.01%
400
790
$9.78K ﹤0.01%
+150
791
$9.6K ﹤0.01%
233
792
$9.6K ﹤0.01%
574
793
$9.59K ﹤0.01%
50
794
$9.53K ﹤0.01%
100
795
$9.41K ﹤0.01%
+500
796
$9.38K ﹤0.01%
100
797
$9.24K ﹤0.01%
310
+290
798
$9.23K ﹤0.01%
120
799
$9.2K ﹤0.01%
375
800
$9.05K ﹤0.01%
100
30 31
32
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