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
876
$4.56K ﹤0.01%
220
877
$4.52K ﹤0.01%
400
878
$4.5K ﹤0.01%
100
879
$4.5K ﹤0.01%
106
880
$4.46K ﹤0.01%
58
881
$4.44K ﹤0.01%
+9
882
$4.44K ﹤0.01%
200
883
$4.33K ﹤0.01%
320
884
$4.3K ﹤0.01%
+7
885
$4.25K ﹤0.01%
+66
886
$4.19K ﹤0.01%
65
+15
887
$4.12K ﹤0.01%
+50
888
$4.1K ﹤0.01%
15
889
$4.09K ﹤0.01%
66
890
$4.07K ﹤0.01%
103
891
$4.04K ﹤0.01%
+67
892
$4.03K ﹤0.01%
84
+67
893
$3.98K ﹤0.01%
1,500
+500
894
$3.88K ﹤0.01%
+11
895
$3.8K ﹤0.01%
52
896
$3.78K ﹤0.01%
+5
897
$3.75K ﹤0.01%
250
898
$3.66K ﹤0.01%
85
899
$3.64K ﹤0.01%
+82
900
$3.61K ﹤0.01%
+200
34 35
36
37 38