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 | |
|---|---|---|---|---|---|---|---|
| $104K | 0.01% | 1,632 -70 | -4% | -$4.44K | |||
| $103K | 0.01% | 622 -69 | -10% | -$11.4K | |||
| $102K | 0.01% | 244 | – | – | |||
| $101K | 0.01% | 686 | – | – | |||
| $100K | 0.01% | 635 -25 | -4% | -$3.96K | |||
| $100K | 0.01% | 378 | – | – | |||
| $100K | 0.01% | 1,027 -113 | -10% | -$11K | |||
| $99.7K | 0.01% | 3,602 | – | – | |||
| $99.5K | 0.01% | 330 -25 | -7% | -$7.54K | |||
| $99.4K | 0.01% | 1,168 -41 | -3% | -$3.49K | |||
| $98.6K | 0.01% | 2,880 | – | – | |||
| $97.7K | 0.01% | 10,000 | – | – | |||
| $97.1K | 0.01% | 1,797 | – | – | |||
| $97K | 0.01% | 1,673 -65 | -4% | -$3.77K | |||
| $96.9K | 0.01% | 3,980 | – | – | |||
| $96.3K | 0.01% | 50 | – | – | |||
| $95.8K | 0.01% | 706 | – | – | |||
| $95.2K | 0.01% | 140 | – | – | |||
| $94.7K | 0.01% | 5,600 -400 | -7% | -$6.76K | |||
| $94K | 0.01% | 1,717 +8 | +0.5% | +$438 | |||
| $94K | 0.01% | +3,200 | New | +$94K | |||
| $94K | 0.01% | 1,192 | – | – | |||
| $93.5K | 0.01% | 1,008 +1 | +0.1% | +$93 | |||
| $93.4K | 0.01% | 846 | – | – | |||
| $92.7K | 0.01% | 1,738 | – | – |
