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
951
$1.69K ﹤0.01%
+40
952
$1.68K ﹤0.01%
40
953
$1.64K ﹤0.01%
38
954
$1.63K ﹤0.01%
30
955
$1.63K ﹤0.01%
26
-16
956
$1.61K ﹤0.01%
+300
957
$1.61K ﹤0.01%
10
958
$1.55K ﹤0.01%
13
959
$1.53K ﹤0.01%
50
960
$1.49K ﹤0.01%
+16
961
$1.48K ﹤0.01%
+22
962
$1.47K ﹤0.01%
50
963
$1.47K ﹤0.01%
40
964
$1.43K ﹤0.01%
+13
965
$1.39K ﹤0.01%
30
966
$1.36K ﹤0.01%
16
967
$1.34K ﹤0.01%
26
968
$1.3K ﹤0.01%
100
-200
969
$1.29K ﹤0.01%
46
970
$1.26K ﹤0.01%
21
971
$1.24K ﹤0.01%
211
972
$1.24K ﹤0.01%
25
973
$1.19K ﹤0.01%
55
974
$1.14K ﹤0.01%
+33
975
$1.14K ﹤0.01%
+61
37 38
39
40 41