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 | |
|---|---|---|---|---|---|---|---|
| $265K | 0.02% | 3,045 | – | – | |||
| $261K | 0.02% | 1,778 +196 | +12% | +$28.8K | |||
| $259K | 0.02% | 2,094 | – | – | |||
| $258K | 0.02% | 3,454 | – | – | |||
| $258K | 0.02% | 6,521 +26 | +0.4% | +$1.03K | |||
| $257K | 0.02% | 3,141 -100 | -3% | -$8.19K | |||
| $251K | 0.02% | 800 | – | – | |||
| $248K | 0.02% | 5,125 | – | – | |||
| $243K | 0.02% | 764 +1 | +0.1% | +$317 | |||
| $239K | 0.02% | 3,148 | – | – | |||
| $236K | 0.02% | 4,000 | – | – | |||
| $232K | 0.02% | 2,037 | – | – | |||
| $232K | 0.02% | 2,670 -50 | -2% | -$4.35K | |||
| $232K | 0.02% | 370 | – | – | |||
| $231K | 0.02% | 1,720 +4 | +0.2% | +$537 | |||
| $223K | 0.02% | 2,057 | – | – | |||
| $223K | 0.02% | 13,329 -2,372 | -15% | -$39.8K | |||
| $222K | 0.02% | 1,755 | – | – | |||
| $222K | 0.02% | 3,438 -35 | -1% | -$2.26K | |||
| $221K | 0.02% | 7,100 | – | – | |||
| $220K | 0.02% | +10,894 | New | +$220K | |||
| $219K | 0.02% | 937 +86 | +10% | +$20.1K | |||
| $218K | 0.02% | 6,643 +15 | +0.2% | +$492 | |||
| $217K | 0.02% | 4,257 +75 | +2% | +$3.83K | |||
| $216K | 0.02% | 8,120 -48 | -0.6% | -$1.28K |
