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
1026
– –
-775
1027
– –
-185
1028
– –
-3,825
1029
– –
-63,000
1030
– –
-186
1031
– –
-314
1032
– –
-142
1033
– –
-45
1034
– –
0
1035
– –
-67
1036
– –
-104
1037
– –
-180
1038
– –
-21
1039
– –
-172
1040
– –
-4
1041
– –
0
1042
– –
-204
1043
– –
0
1044
– –
-260
1045
– –
-740
1046
– –
-50
1047
– –
-500
1048
– –
-1,104
1049
– –
-200
1050
– –
-182
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