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
Cap. Flow
+$7.77M
Cap. Flow %
0.72%
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

1Technology14.68%
2Financials13.5%
3Healthcare11.48%
4Industrials7.73%
5Consumer Staples6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.61M0.9% 106,996
+112
+0.1%
+$10.1K
$9.52M0.89% 39,333
+294
+0.8%
+$71.2K
$9.28M0.87% 18,266––
$8.67M0.81% 121,088
-632
-0.5%
-$45.3K
$8.65M0.81% 79,799
+7,276
+10%
+$789K
$7.83M0.73% 8,280
+98
+1%
+$92.7K
$7.8M0.73% 40,400
-1,645
-4%
-$318K
$7.63M0.71% 34,568
-49
-0.1%
-$10.8K
$7.35M0.69% 20,060
+56
+0.3%
+$20.5K
$7.18M0.67% 141,912
+14,937
+12%
+$756K
$7.17M0.67% 45,195
-52
-0.1%
-$8.25K
$7.17M0.67% 81,698
+154
+0.2%
+$13.5K
$7.06M0.66% 53,225
-549
-1%
-$72.8K
$6.89M0.64% 74,983
-1,338
-2%
-$123K
$6.88M0.64% 41,126
+332
+0.8%
+$55.5K
$6.84M0.64% 29,554
-352
-1%
-$81.5K
$6.73M0.63% 27,611
-779
-3%
-$190K
$6.44M0.6% 16,782
+208
+1%
+$79.8K
$6.43M0.6% 106,797
+275
+0.3%
+$16.6K
$6.28M0.59% 69,985
-654
-0.9%
-$58.7K
$6.18M0.58% 40,249
+4,818
+14%
+$740K
$6.06M0.57% 6,498
-70
-1%
-$65.3K
$5.99M0.56% 17,152
+219
+1%
+$76.5K
$5.8M0.54% 8,617
+6
+0.1%
+$4.04K
$5.78M0.54% 11,622
+157
+1%
+$78.1K
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