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
776
$11K ﹤0.01%
+200
777
$10.6K ﹤0.01%
250
778
$10.6K ﹤0.01%
140
+100
779
$10.6K ﹤0.01%
333
780
$10.6K ﹤0.01%
+150
781
$10.5K ﹤0.01%
120
-20
782
$10.4K ﹤0.01%
200
783
$10.2K ﹤0.01%
393
784
$10.1K ﹤0.01%
+1,489
785
$10.1K ﹤0.01%
408
786
$9.99K ﹤0.01%
400
787
$9.97K ﹤0.01%
+87
788
$9.91K ﹤0.01%
400
789
$9.88K ﹤0.01%
775
790
$9.82K ﹤0.01%
400
791
$9.78K ﹤0.01%
+150
792
$9.6K ﹤0.01%
233
793
$9.6K ﹤0.01%
574
794
$9.59K ﹤0.01%
50
795
$9.53K ﹤0.01%
100
796
$9.41K ﹤0.01%
+500
797
$9.38K ﹤0.01%
100
798
$9.24K ﹤0.01%
310
+290
799
$9.23K ﹤0.01%
120
800
$9.2K ﹤0.01%
375