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
851
$6.07K ﹤0.01%
+592
852
$6.05K ﹤0.01%
+35
853
$6K ﹤0.01%
46
854
$5.83K ﹤0.01%
20
855
$5.78K ﹤0.01%
50
-53
856
$5.68K ﹤0.01%
+50
857
$5.6K ﹤0.01%
24
858
$5.59K ﹤0.01%
41
859
$5.56K ﹤0.01%
+275
860
$5.55K ﹤0.01%
+199
861
$5.45K ﹤0.01%
47
862
$5.39K ﹤0.01%
126
863
$5.3K ﹤0.01%
+46
864
$5.28K ﹤0.01%
86
865
$5.24K ﹤0.01%
276
866
$5.17K ﹤0.01%
45
867
$5.13K ﹤0.01%
50
868
$5.11K ﹤0.01%
+226
869
$4.91K ﹤0.01%
50
870
$4.85K ﹤0.01%
148
+32
871
$4.84K ﹤0.01%
104
872
$4.84K ﹤0.01%
300
873
$4.81K ﹤0.01%
200
874
$4.77K ﹤0.01%
80
875
$4.61K ﹤0.01%
+50
33 34
35
36 37