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
1
$29.2M 3.62%
86,681
+114
2
$20.6M 2.56%
95,168
+525
3
$19.3M 2.4%
108,762
+1,033
4
$16.9M 2.1%
42,426
+280
5
$15.5M 1.92%
814,950
+32,082
6
$14M 1.74%
445,642
+63,246
7
$13.1M 1.63%
90,680
+1,500
8
$12.5M 1.55%
153,716
-20,774
9
$12.3M 1.53%
26,899
+797
10
$11.3M 1.41%
52,919
+1,437
11
$11.1M 1.38%
64,836
+2,807
12
$10.4M 1.29%
76,492
-1,066
13
$9.93M 1.23%
38,399
+941
14
$9.72M 1.21%
62,725
-658
15
$9.51M 1.18%
37,741
-136
16
$9.36M 1.16%
158,514
+6,287
17
$8.19M 1.02%
49,100
+880
18
$8.15M 1.01%
16,232
+78
19
$7.88M 0.98%
26,363
+914
20
$7.85M 0.98%
152,439
+6,986
21
$7.8M 0.97%
13,754
-37
22
$7.78M 0.97%
18,752
+35
23
$7.5M 0.93%
53,299
-2,451
24
$7.31M 0.91%
272,670
+9,057
25
$7.03M 0.87%
67,055
+281
1
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