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
876
$4.57K ﹤0.01%
100
877
$4.56K ﹤0.01%
220
878
$4.52K ﹤0.01%
400
879
$4.5K ﹤0.01%
100
880
$4.5K ﹤0.01%
106
881
$4.46K ﹤0.01%
58
882
$4.44K ﹤0.01%
+9
883
$4.44K ﹤0.01%
200
884
$4.33K ﹤0.01%
320
885
$4.3K ﹤0.01%
+275
886
$4.25K ﹤0.01%
+66
887
$4.19K ﹤0.01%
65
+15
888
$4.12K ﹤0.01%
+50
889
$4.1K ﹤0.01%
15
890
$4.09K ﹤0.01%
66
891
$4.07K ﹤0.01%
103
892
$4.04K ﹤0.01%
+67
893
$4.03K ﹤0.01%
84
+67
894
$3.98K ﹤0.01%
1,500
+500
895
$3.88K ﹤0.01%
+11
896
$3.8K ﹤0.01%
52
897
$3.78K ﹤0.01%
+5
898
$3.75K ﹤0.01%
250
899
$3.66K ﹤0.01%
85
900
$3.64K ﹤0.01%
+82
34 35
36
37 38