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
76
$2.8M 0.35%
36,434
+1,405
77
$2.72M 0.34%
17,258
-89
78
$2.7M 0.34%
105,544
+7,636
79
$2.69M 0.33%
26,123
-466
80
$2.68M 0.33%
10,500
+123
81
$2.66M 0.33%
46,035
+1,328
82
$2.65M 0.33%
22,618
+198
83
$2.58M 0.32%
5,439
-10
84
$2.58M 0.32%
20,890
+19,553
85
$2.56M 0.32%
18,943
+886
86
$2.54M 0.32%
37,632
+1
87
$2.54M 0.32%
38,353
+328
88
$2.54M 0.32%
68,130
-2,437
89
$2.48M 0.31%
8,496
-99
90
$2.47M 0.31%
9,136
+134
91
$2.45M 0.3%
52,005
-675
92
$2.45M 0.3%
117,825
93
$2.38M 0.3%
49,800
-820
94
$2.36M 0.29%
24,850
+267
95
$2.23M 0.28%
75,990
+44,370
96
$2.15M 0.27%
4,546
-94
97
$2.09M 0.26%
43,290
+4,716
98
$2.07M 0.26%
11,006
+340
99
$2.07M 0.26%
111,632
-51,386
100
$2M 0.25%
9,693
+488
2 3
4
5 6