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
1001
– –
-418
1002
– –
-215
1003
– –
-57
1004
– –
-2
1005
– –
-50
1006
– –
-82
1007
– –
-7
1008
– –
-443
1009
– –
0
1010
– –
-150
1011
– –
-701
1012
– –
-100
1013
– –
-60
1014
– –
-13
1015
– –
-150
1016
– –
-415
1017
– –
-30
1018
– –
-350
1019
– –
-5
1020
– –
-31
1021
– –
-467
1022
– –
-19
1023
– –
-38
1024
– –
-17
1025
– –
-14
39 40
41
42 43