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
176
$937K 0.12%
10,556
+316
177
$898K 0.11%
2,952
-256
178
$888K 0.11%
6,409
-151
179
$875K 0.11%
20,243
+890
180
$874K 0.11%
4,101
-330
181
$874K 0.11%
8,341
+250
182
$873K 0.11%
44,910
+622
183
$872K 0.11%
15,574
184
$866K 0.11%
7,989
-525
185
$857K 0.11%
6,220
+4,130
186
$842K 0.1%
10,412
-2,200
187
$841K 0.1%
2,342
+653
188
$809K 0.1%
21,872
+2,664
189
$802K 0.1%
4,245
-2,042
190
$791K 0.1%
4,355
+370
191
$786K 0.1%
13,019
+687
192
$784K 0.1%
3,416
-1,047
193
$770K 0.1%
8,525
+175
194
$767K 0.1%
13,025
+78
195
$763K 0.09%
6,810
+871
196
$763K 0.09%
3,695
-250
197
$755K 0.09%
34,380
+1,900
198
$752K 0.09%
1,943
-215
199
$751K 0.09%
70,186
200
$751K 0.09%
8,584
+334
6 7
8
9 10