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
976
$1.09K ﹤0.01%
41
977
$985 ﹤0.01%
14
978
$983 ﹤0.01%
44
-43
979
$909 ﹤0.01%
192
-214
980
$855 ﹤0.01%
20
981
$803 ﹤0.01%
3
982
$769 ﹤0.01%
7
983
$742 ﹤0.01%
9
984
$619 ﹤0.01%
50
985
$583 ﹤0.01%
60
986
$570 ﹤0.01%
11
987
$515 ﹤0.01%
15
-32
988
$503 ﹤0.01%
11
989
$416 ﹤0.01%
33
990
$350 ﹤0.01%
50
991
$310 ﹤0.01%
79
992
$305 ﹤0.01%
17
993
$211 ﹤0.01%
+5
994
$80 ﹤0.01%
13
995
$10 ﹤0.01%
1
996
– –
0
997
– –
-39
998
– –
-29
999
– –
-55
1000
– –
-212
38 39
40
41 42