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 | |
|---|---|---|---|---|---|---|---|
| $126K | 0.01% | 517 | – | – | |||
| $126K | 0.01% | 253 | – | – | |||
| $125K | 0.01% | 1,420 -200 | -12% | -$17.6K | |||
| $123K | 0.01% | 944 | – | – | |||
| $122K | 0.01% | 1,494 | – | – | |||
| $120K | 0.01% | 1,850 +850 | +85% | +$55.4K | |||
| $120K | 0.01% | 823 | – | – | |||
| $120K | 0.01% | 993 | – | – | |||
| $120K | 0.01% | 1,632 | – | – | |||
| $117K | 0.01% | 653 | – | – | |||
| $117K | 0.01% | 3,830 -200 | -5% | -$6.09K | |||
| $116K | 0.01% | 206 | – | – | |||
| $114K | 0.01% | 2,289 | – | – | |||
| $114K | 0.01% | 2,281 +18 | +0.8% | +$898 | |||
| $113K | 0.01% | 1,400 | – | – | |||
| $111K | 0.01% | 1,400 | – | – | |||
| $111K | 0.01% | 503 | – | – | |||
| $110K | 0.01% | 1,545 | – | – | |||
| $110K | 0.01% | 1,189 | – | – | |||
| $109K | 0.01% | 1,667 -100 | -6% | -$6.56K | |||
| $108K | 0.01% | 1,298 | – | – | |||
| $107K | 0.01% | 519 -20 | -4% | -$4.13K | |||
| $107K | 0.01% | 318 | – | – | |||
| $106K | 0.01% | 638 | – | – | |||
| $104K | 0.01% | 459 | – | – |
