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 (+0.1%)
Cap. Flow
+$7.77M
Cap. Flow % of AUM
0.72%
Top 10 Holdings %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
| 1 | Technology | 14.68% |
| 2 | Financials | 13.5% |
| 3 | Healthcare | 11.48% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Staples | 6.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $701K | 0.07% | 6,011 +825 | +16% | +$96.3K | |||
| $698K | 0.07% | 7,653 +130 | +2% | +$11.9K | |||
| $685K | 0.06% | 7,000 | – | – | |||
| $669K | 0.06% | 6,650 | – | – | |||
| $642K | 0.06% | 2,310 | – | – | |||
| $641K | 0.06% | 12,427 | – | – | |||
| $628K | 0.06% | 11,206 +2 | +0% | +$112 | |||
| $617K | 0.06% | 2,332 -50 | -2% | -$13.2K | |||
| $614K | 0.06% | 5,974 | – | – | |||
| $601K | 0.06% | 6,164 | – | – | |||
| $582K | 0.05% | 1,240 +1 | +0.1% | +$469 | |||
| $571K | 0.05% | 5,472 +1 | +0% | +$104 | |||
| $570K | 0.05% | 6,979 -69 | -1% | -$5.64K | |||
| $569K | 0.05% | 3,241 | – | – | |||
| $560K | 0.05% | 4,843 +72 | +2% | +$8.32K | |||
| $553K | 0.05% | 2,927 -39 | -1% | -$7.36K | |||
| $541K | 0.05% | 2,583 -38 | -1% | -$7.95K | |||
| $540K | 0.05% | 10,399 -7 | -0.1% | -$364 | |||
| $530K | 0.05% | 3,100 | – | – | |||
| $528K | 0.05% | 11,480 -5,060 | -31% | -$233K | |||
| $525K | 0.05% | 4,134 | – | – | |||
| $523K | 0.05% | 8,419 +537 | +7% | +$33.3K | |||
| $509K | 0.05% | 2,339 +13 | +0.6% | +$2.83K | |||
| $503K | 0.05% | 10,703 | – | – | |||
| $501K | 0.05% | 2,485 | – | – |
