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
801
$9.05K ﹤0.01%
100
802
$8.93K ﹤0.01%
174
803
$8.93K ﹤0.01%
+180
804
$8.89K ﹤0.01%
260
-40
805
$8.82K ﹤0.01%
+500
806
$8.71K ﹤0.01%
145
807
$8.5K ﹤0.01%
145
+100
808
$8.43K ﹤0.01%
500
809
$8.29K ﹤0.01%
100
-540
810
$8.21K ﹤0.01%
200
811
$8.07K ﹤0.01%
115
-263
812
$8.04K ﹤0.01%
45
813
$8.03K ﹤0.01%
+100
814
$7.97K ﹤0.01%
226
815
$7.89K ﹤0.01%
175
816
$7.85K ﹤0.01%
+50
817
$7.81K ﹤0.01%
+167
818
$7.71K ﹤0.01%
1,009
+500
819
$7.68K ﹤0.01%
50
820
$7.65K ﹤0.01%
+42
821
$7.61K ﹤0.01%
+20
822
$7.44K ﹤0.01%
+74
823
$7.42K ﹤0.01%
150
824
$7.38K ﹤0.01%
350
825
$7.36K ﹤0.01%
97
31 32
33
34 35