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
826
$7.06K ﹤0.01%
81
827
$7.01K ﹤0.01%
900
828
$7.01K ﹤0.01%
280
829
$7.01K ﹤0.01%
50
830
$6.95K ﹤0.01%
+54
831
$6.83K ﹤0.01%
350
832
$6.82K ﹤0.01%
+46
833
$6.76K ﹤0.01%
1,026
834
$6.68K ﹤0.01%
375
835
$6.6K ﹤0.01%
+50
836
$6.42K ﹤0.01%
+275
837
$6.39K ﹤0.01%
57
838
$6.37K ﹤0.01%
613
+3
839
$6.34K ﹤0.01%
+109
840
$6.32K ﹤0.01%
215
-215
841
$6.26K ﹤0.01%
68
842
$6.24K ﹤0.01%
+125
843
$6.21K ﹤0.01%
54
844
$6.18K ﹤0.01%
+27
845
$6.13K ﹤0.01%
118
846
$6.12K ﹤0.01%
+74
847
$6.12K ﹤0.01%
200
848
$6.12K ﹤0.01%
50
849
$6.1K ﹤0.01%
+13
850
$6.07K ﹤0.01%
+592
32 33
34
35 36