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 | |
|---|---|---|---|---|---|---|---|
| $180K | 0.02% | 4,942 +2 | +0% | +$73 | |||
| $180K | 0.02% | 3,000 | – | – | |||
| $180K | 0.02% | 1,608 -113 | -7% | -$12.6K | |||
| $177K | 0.02% | 1,600 -150 | -9% | -$16.6K | |||
| $176K | 0.02% | 2,421 | – | – | |||
| $174K | 0.02% | 3,000 | – | – | |||
| $173K | 0.02% | 2,544 | – | – | |||
| $172K | 0.02% | 3,100 | – | – | |||
| $172K | 0.02% | 9,400 +2,900 | +45% | +$53K | |||
| $171K | 0.02% | 2,293 | – | – | |||
| $171K | 0.02% | 5,062 +221 | +5% | +$7.47K | |||
| $171K | 0.02% | 1,434 +3 | +0.2% | +$357 | |||
| $170K | 0.02% | 289 | – | – | |||
| $169K | 0.02% | 5,440 -405 | -7% | -$12.6K | |||
| $167K | 0.02% | 456 | – | – | |||
| $166K | 0.02% | 1,865 | – | – | |||
| $164K | 0.02% | 1,305 | – | – | |||
| $163K | 0.02% | 6,496 -120 | -2% | -$3.01K | |||
| $162K | 0.02% | 4,000 | – | – | |||
| $160K | 0.01% | 1,337 | – | – | |||
| $159K | 0.01% | 900 | – | – | |||
| $158K | 0.01% | +5,540 | New | +$158K | |||
| $156K | 0.01% | +1,685 | New | +$156K | |||
| $155K | 0.01% | 1,774 | – | – | |||
| $154K | 0.01% | 23,000 | – | – |
