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
926
$2.25K ﹤0.01%
1,500
927
$2.22K ﹤0.01%
80
928
$2.21K ﹤0.01%
9
-15
929
$2.2K ﹤0.01%
10
930
$2.11K ﹤0.01%
80
931
$2.1K ﹤0.01%
86
932
$2.04K ﹤0.01%
382
933
$2.03K ﹤0.01%
54
934
$2K ﹤0.01%
50
935
$2K ﹤0.01%
30
936
$1.99K ﹤0.01%
+53
937
$1.97K ﹤0.01%
102
-50
938
$1.9K ﹤0.01%
29
939
$1.88K ﹤0.01%
71
+31
940
$1.88K ﹤0.01%
+25
941
$1.86K ﹤0.01%
100
942
$1.85K ﹤0.01%
12
943
$1.83K ﹤0.01%
+10
944
$1.78K ﹤0.01%
191
945
$1.77K ﹤0.01%
13
946
$1.71K ﹤0.01%
166
947
$1.7K ﹤0.01%
20
948
$1.7K ﹤0.01%
49
949
$1.69K ﹤0.01%
45
950
$1.69K ﹤0.01%
+40
36 37
38
39 40