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
151
$1.2M 0.15%
31,556
-3,044
152
$1.19M 0.15%
19,791
-1,580
153
$1.18M 0.15%
18,945
+1,062
154
$1.15M 0.14%
7,148
-58
155
$1.15M 0.14%
9,897
+520
156
$1.14M 0.14%
7,323
-306
157
$1.14M 0.14%
5,641
-16
158
$1.13M 0.14%
18,753
-15
159
$1.11M 0.14%
13,273
-204
160
$1.11M 0.14%
12,679
-250
161
$1.1M 0.14%
8,031
+464
162
$1.1M 0.14%
22,517
-972
163
$1.1M 0.14%
1,199
-53
164
$1.09M 0.14%
9,335
-420
165
$1.06M 0.13%
5,105
166
$1.06M 0.13%
28,785
+1,309
167
$1.06M 0.13%
4,505
+15
168
$1.05M 0.13%
2,746
+142
169
$1.03M 0.13%
13,503
-1,420
170
$988K 0.12%
6,719
+40
171
$981K 0.12%
7,340
-119
172
$973K 0.12%
9,579
+1,794
173
$965K 0.12%
16,700
-1,000
174
$963K 0.12%
11,050
+350
175
$939K 0.12%
2,282
-38
5 6
7
8 9