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
201
$751K 0.09%
8,190
+7,673
202
$740K 0.09%
2,423
+41
203
$722K 0.09%
13,417
-324
204
$704K 0.09%
11,490
+442
205
$684K 0.09%
5,095
-1,000
206
$675K 0.08%
5,222
+23
207
$663K 0.08%
11,800
+1,000
208
$658K 0.08%
7,769
+7,424
209
$652K 0.08%
2,597
+1,075
210
$645K 0.08%
3,964
+50
211
$642K 0.08%
5,551
+5,451
212
$634K 0.08%
4,154
+460
213
$630K 0.08%
5,353
+9
214
$624K 0.08%
4,619
+60
215
$623K 0.08%
2,553
-425
216
$617K 0.08%
4,394
-50
217
$615K 0.08%
20,421
+19,310
218
$607K 0.08%
4,173
+3,600
219
$606K 0.08%
9,110
+1,660
220
$603K 0.08%
8,360
-658
221
$603K 0.07%
3,374
+39
222
$592K 0.07%
2,836
223
$585K 0.07%
4,521
-250
224
$585K 0.07%
5,224
+306
225
$583K 0.07%
28,066
+671
7 8
9
10 11