AIM

Anchor Investment Management Portfolio holdings

AUM $1.07B
This Quarter Return
+0.49%
1 Year Return
+9.94%
3 Year Return
+31.13%
5 Year Return
+125.71%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
+$7.77M
Cap. Flow %
0.72%
Top 10 Hldgs %
23.15%
Holding
1,060
New
37
Increased
216
Reduced
181
Closed
20

Top Buys

1
$18.9M
2
$2.04M
3
$1.46M
4
$1.3M
5
$923K

Top Sells

1
$20.2M
2
$1.22M
3
$1.14M
4
$1.08M
5
$890K

Sector Composition

1Technology14.68%
2Financials13.5%
3Healthcare11.48%
4Industrials7.73%
5Consumer Staples6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$39.4M3.68% 105,030
+1,813
+2%
+$681K
$37.5M3.5% 107,100
+4,159
+4%
+$1.46M
$30.1M2.81% 135,648
+5,839
+5%
+$1.3M
$25M2.33% 1,133,017
+9,890
+0.9%
+$218K
$20.5M1.91% 1,046,203
+104,344
+11%
+$2.04M
$19.9M1.85% 37,326
-2,145
-5%
-$1.14M
$19.6M1.83% 41,755
+680
+2%
+$319K
$19.3M1.8% 992,493
+16,233
+2%
+$316K
$19M1.77% 934,159
+926,497
+12,092%
+$18.9M
$17.8M1.66% 84,926
-5,805
-6%
-$1.22M
$16.2M1.51% 104,476
+1,677
+2%
+$259K
$15.7M1.46% 8,451
-92
-1%
-$171K
$15.6M1.46% 28,837
+387
+1%
+$210K
$14.3M1.33% 86,258
-5,367
-6%
-$890K
$14.2M1.32% 90,936
+1,635
+2%
+$255K
$13.3M1.24% 69,876
+2,079
+3%
+$396K
$12.3M1.15% 23,542
+570
+2%
+$299K
$12.1M1.13% 102,018
+741
+0.7%
+$88.1K
$11.6M1.08% 14,016
-29
-0.2%
-$24K
$11.4M1.06% 19,761
-229
-1%
-$132K
$11.1M1.03% 65,106
+22
+0%
+$3.75K
$10.6M0.99% 45,492
-171
-0.4%
-$39.9K
$10.3M0.96% 43,643
-90
-0.2%
-$21.3K
$9.94M0.93% 81,521
+270
+0.3%
+$32.9K
$9.8M0.91% 39,963
-334
-0.8%
-$81.9K
1234543