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
101
$2M 0.25%
7,467
+289
102
$1.97M 0.24%
8,710
-468
103
$1.94M 0.24%
14,247
-200
104
$1.93M 0.24%
5,246
-25
105
$1.88M 0.23%
7,569
+415
106
$1.86M 0.23%
7,890
+253
107
$1.83M 0.23%
9,035
+352
108
$1.83M 0.23%
35,003
-506
109
$1.79M 0.22%
4,309
-117
110
$1.79M 0.22%
10,918
+134
111
$1.76M 0.22%
734
-36
112
$1.69M 0.21%
33,162
-521
113
$1.68M 0.21%
3,612
-100
114
$1.66M 0.21%
13,809
-109
115
$1.62M 0.2%
4,556
+1,171
116
$1.6M 0.2%
11,676
-385
117
$1.59M 0.2%
11,099
-178
118
$1.55M 0.19%
18,169
+70
119
$1.54M 0.19%
17,963
120
$1.54M 0.19%
21,410
-9,240
121
$1.53M 0.19%
17,722
-588
122
$1.52M 0.19%
6,588
+9
123
$1.5M 0.19%
18,749
+9,100
124
$1.48M 0.18%
16,002
+6,050
125
$1.46M 0.18%
8,088
+150
3 4
5
6 7