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
851
$6.05K ﹤0.01%
+35
852
$6K ﹤0.01%
46
853
$5.83K ﹤0.01%
20
854
$5.78K ﹤0.01%
50
-53
855
$5.68K ﹤0.01%
+50
856
$5.6K ﹤0.01%
24
857
$5.59K ﹤0.01%
41
858
$5.56K ﹤0.01%
+275
859
$5.55K ﹤0.01%
+199
860
$5.45K ﹤0.01%
47
861
$5.39K ﹤0.01%
126
862
$5.3K ﹤0.01%
+46
863
$5.28K ﹤0.01%
86
864
$5.24K ﹤0.01%
276
865
$5.17K ﹤0.01%
45
866
$5.13K ﹤0.01%
50
867
$5.11K ﹤0.01%
+226
868
$4.91K ﹤0.01%
50
869
$4.85K ﹤0.01%
148
+32
870
$4.84K ﹤0.01%
104
871
$4.84K ﹤0.01%
300
872
$4.81K ﹤0.01%
200
873
$4.77K ﹤0.01%
80
874
$4.61K ﹤0.01%
+50
875
$4.57K ﹤0.01%
100
33 34
35
36 37