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
926
$2.37K ﹤0.01%
+30
927
$2.25K ﹤0.01%
1,500
928
$2.22K ﹤0.01%
80
929
$2.21K ﹤0.01%
9
-15
930
$2.2K ﹤0.01%
10
931
$2.11K ﹤0.01%
80
932
$2.1K ﹤0.01%
86
933
$2.04K ﹤0.01%
382
934
$2.03K ﹤0.01%
54
935
$2K ﹤0.01%
50
936
$2K ﹤0.01%
30
937
$1.99K ﹤0.01%
+53
938
$1.97K ﹤0.01%
102
-50
939
$1.9K ﹤0.01%
29
940
$1.88K ﹤0.01%
71
+31
941
$1.88K ﹤0.01%
+25
942
$1.86K ﹤0.01%
100
943
$1.85K ﹤0.01%
12
944
$1.83K ﹤0.01%
+10
945
$1.78K ﹤0.01%
191
946
$1.77K ﹤0.01%
13
947
$1.71K ﹤0.01%
166
948
$1.7K ﹤0.01%
20
949
$1.7K ﹤0.01%
49
950
$1.69K ﹤0.01%
45
36 37
38
39 40