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
951
$1.68K ﹤0.01%
40
952
$1.64K ﹤0.01%
38
953
$1.63K ﹤0.01%
30
954
$1.63K ﹤0.01%
39
-24
955
$1.61K ﹤0.01%
+300
956
$1.61K ﹤0.01%
10
957
$1.55K ﹤0.01%
13
958
$1.53K ﹤0.01%
50
959
$1.49K ﹤0.01%
+16
960
$1.48K ﹤0.01%
+22
961
$1.47K ﹤0.01%
50
962
$1.47K ﹤0.01%
40
963
$1.43K ﹤0.01%
+13
964
$1.39K ﹤0.01%
30
965
$1.36K ﹤0.01%
16
966
$1.34K ﹤0.01%
26
967
$1.3K ﹤0.01%
100
-200
968
$1.29K ﹤0.01%
46
969
$1.26K ﹤0.01%
21
970
$1.24K ﹤0.01%
211
971
$1.24K ﹤0.01%
25
972
$1.19K ﹤0.01%
55
973
$1.14K ﹤0.01%
+33
974
$1.14K ﹤0.01%
+61
975
$1.09K ﹤0.01%
41
37 38
39
40 41