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 | |
|---|---|---|---|---|---|---|---|
| $151K | 0.01% | 4,583 | – | – | |||
| $150K | 0.01% | 1,687 -625 | -27% | -$55.6K | |||
| $150K | 0.01% | 5,025 | – | – | |||
| $149K | 0.01% | 1,425 | – | – | |||
| $148K | 0.01% | 743 | – | – | |||
| $147K | 0.01% | 268 +3 | +1% | +$1.65K | |||
| $147K | 0.01% | 9,550 | – | – | |||
| $146K | 0.01% | 1,415 -600 | -30% | -$61.9K | |||
| $146K | 0.01% | 5,362 | – | – | |||
| $142K | 0.01% | 2,350 | – | – | |||
| $141K | 0.01% | 880 | – | – | |||
| $138K | 0.01% | 5,184 +2,327 | +81% | +$62.1K | |||
| $138K | 0.01% | 1,327 -70 | -5% | -$7.3K | |||
| $138K | 0.01% | 75 | – | – | |||
| $138K | 0.01% | 1,834 | – | – | |||
| $137K | 0.01% | 6,161 | – | – | |||
| $135K | 0.01% | 3,200 | – | – | |||
| $134K | 0.01% | 751 | – | – | |||
| $134K | 0.01% | 6,144 | – | – | |||
| $131K | 0.01% | 1,756 | – | – | |||
| $131K | 0.01% | 1,450 | – | – | |||
| $131K | 0.01% | 270 | – | – | |||
| $130K | 0.01% | 3,730 -280 | -7% | -$9.78K | |||
| $129K | 0.01% | 3,375 | – | – | |||
| $128K | 0.01% | 3,400 | – | – |
