AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$8.23M
Cap. Flow % of AUM
0.77%
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 | |
|---|---|---|---|---|---|---|---|
| $499K | 0.05% | 1,633 | – | – | |||
| $498K | 0.05% | 22,203 | – | – | |||
| $498K | 0.05% | 13,667 | – | – | |||
| $496K | 0.05% | 1,972 +52 | +3% | +$13.1K | |||
| $492K | 0.05% | 3,334 +52 | +2% | +$7.67K | |||
| $490K | 0.05% | 11,842 -2,238 | -16% | -$92.6K | |||
| $484K | 0.05% | 3,519 | – | – | |||
| $481K | 0.04% | 1,966 +90 | +5% | +$22K | |||
| $481K | 0.04% | 9,169 | – | – | |||
| $475K | 0.04% | 11,158 +200 | +2% | +$8.51K | |||
| $474K | 0.04% | 957 +15 | +2% | +$7.43K | |||
| $472K | 0.04% | 9,291 -42 | -0.5% | -$2.14K | |||
| $472K | 0.04% | 2,296 +1 | +0% | +$205 | |||
| $471K | 0.04% | 5,866 -200 | -3% | -$16.1K | |||
| $471K | 0.04% | 2,716 | – | – | |||
| $465K | 0.04% | 7,530 | – | – | |||
| $463K | 0.04% | 4,235 | – | – | |||
| $448K | 0.04% | 1,583 | – | – | |||
| $448K | 0.04% | 2,440 -12 | -0.5% | -$2.2K | |||
| $448K | 0.04% | 20,373 +3,254 | +19% | +$71.5K | |||
| $443K | 0.04% | 12,435 | – | – | |||
| $441K | 0.04% | 7,379 +1,000 | +16% | +$59.8K | |||
| $438K | 0.04% | 5,591 +10 | +0.2% | +$783 | |||
| $436K | 0.04% | 5,612 -175 | -3% | -$13.6K | |||
| $414K | 0.04% | 6,110 | – | – |
