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 | |
|---|---|---|---|---|---|---|---|
| $320K | 0.03% | 7,290 +500 | +7% | +$21.9K | |||
| $319K | 0.03% | 4,163 | – | – | |||
| $311K | 0.03% | 1,400 | – | – | |||
| $310K | 0.03% | 2,250 | – | – | |||
| $304K | 0.03% | 9,150 +28 | +0.3% | +$930 | |||
| $298K | 0.03% | 1,117 | – | – | |||
| $293K | 0.03% | 1,953 -25 | -1% | -$3.74K | |||
| $292K | 0.03% | 9,700 | – | – | |||
| $292K | 0.03% | 1,103 | – | – | |||
| $290K | 0.03% | 76,000 | – | – | |||
| $289K | 0.03% | 16,909 -1,070 | -6% | -$18.3K | |||
| $289K | 0.03% | 837 +800 | +2,162% | +$276K | |||
| $287K | 0.03% | 3,699 -435 | -11% | -$33.7K | |||
| $284K | 0.03% | 3,040 -50 | -2% | -$4.67K | |||
| $284K | 0.03% | 2,022 -48 | -2% | -$6.74K | |||
| $279K | 0.03% | 4,775 | – | – | |||
| $277K | 0.03% | 3,171 | – | – | |||
| $276K | 0.03% | 4,601 -200 | -4% | -$12K | |||
| $275K | 0.03% | 4,056 -150 | -4% | -$10.2K | |||
| $273K | 0.03% | 3,382 | – | – | |||
| $271K | 0.03% | 5,991 -8 | -0.1% | -$362 | |||
| $269K | 0.03% | 770 | – | – | |||
| $268K | 0.03% | 3,545 -55 | -2% | -$4.16K | |||
| $268K | 0.03% | 868 | – | – | |||
| $266K | 0.02% | 1,618 +75 | +5% | +$12.3K |
