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
901
$3.61K ﹤0.01%
+200
902
$3.61K ﹤0.01%
+50
903
$3.54K ﹤0.01%
+50
904
$3.43K ﹤0.01%
50
905
$3.4K ﹤0.01%
+100
906
$3.39K ﹤0.01%
+39
907
$3.27K ﹤0.01%
52
908
$3.25K ﹤0.01%
28
-868
909
$3.24K ﹤0.01%
100
910
$3.23K ﹤0.01%
15
911
$3.22K ﹤0.01%
20
912
$2.97K ﹤0.01%
81
913
$2.88K ﹤0.01%
30
914
$2.88K ﹤0.01%
35
915
$2.87K ﹤0.01%
+14
916
$2.81K ﹤0.01%
100
917
$2.8K ﹤0.01%
40
918
$2.73K ﹤0.01%
50
919
$2.63K ﹤0.01%
16
920
$2.6K ﹤0.01%
100
921
$2.58K ﹤0.01%
94
922
$2.54K ﹤0.01%
36
923
$2.54K ﹤0.01%
50
924
$2.5K ﹤0.01%
+200
925
$2.4K ﹤0.01%
105
35 36
37
38 39