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
126
$1.45M 0.18%
8,659
+269
127
$1.45M 0.18%
7,695
+1,986
128
$1.43M 0.18%
89,862
+7,007
129
$1.41M 0.18%
6,286
-813
130
$1.38M 0.17%
2,978
+156
131
$1.37M 0.17%
21,890
-82
132
$1.36M 0.17%
647
-5
133
$1.35M 0.17%
23,172
+31
134
$1.32M 0.16%
10,504
135
$1.32M 0.16%
14,190
-250
136
$1.32M 0.16%
22,572
-400
137
$1.31M 0.16%
3,720
+354
138
$1.31M 0.16%
31,708
-199
139
$1.3M 0.16%
48,363
-417
140
$1.3M 0.16%
3,320
141
$1.27M 0.16%
8,580
-77
142
$1.26M 0.16%
5,112
-17
143
$1.25M 0.16%
35,504
+3,800
144
$1.24M 0.15%
1,931
+30
145
$1.24M 0.15%
2,061
+66
146
$1.23M 0.15%
47,592
+2
147
$1.23M 0.15%
14,390
+100
148
$1.22M 0.15%
8,998
149
$1.21M 0.15%
21,445
+7,210
150
$1.21M 0.15%
49,403
-1,170
4 5
6
7 8