AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$8.23M
Cap. Flow % of AUM
0.77%
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 | |
|---|---|---|---|---|---|---|---|
| $91.9K | 0.01% | 1,435 | – | – | |||
| $91.4K | 0.01% | 1,084 | – | – | |||
| $90.6K | 0.01% | 1,150 +150 | +15% | +$11.8K | |||
| $90K | 0.01% | 562 | – | – | |||
| $89.6K | 0.01% | 454 +10 | +2% | +$1.98K | |||
| $89.6K | 0.01% | 2,495 | – | – | |||
| $88.4K | 0.01% | 1,203 | – | – | |||
| $87.9K | 0.01% | 1,815 -28 | -2% | -$1.36K | |||
| $87.8K | 0.01% | 2,567 | – | – | |||
| $87.1K | 0.01% | 1,478 | – | – | |||
| $87K | 0.01% | 2,498 +23 | +0.9% | +$801 | |||
| $86.7K | 0.01% | 1,845 | – | – | |||
| $86.3K | 0.01% | 280 | – | – | |||
| $86.2K | 0.01% | 205 +1 | +0.5% | +$421 | |||
| $85.5K | 0.01% | 855 | – | – | |||
| $85.4K | 0.01% | 350 | – | – | |||
| $85.1K | 0.01% | 10,687 +29 | +0.3% | +$231 | |||
| $84.9K | 0.01% | 2,159 | – | – | |||
| $84.6K | 0.01% | 856 | – | – | |||
| $83.1K | 0.01% | 654 | – | – | |||
| $83.1K | 0.01% | 294 | – | – | |||
| $82.8K | 0.01% | 1,000 | – | – | |||
| $82.5K | 0.01% | 2,479 -75 | -3% | -$2.5K | |||
| $82.3K | 0.01% | 1,524 | – | – | |||
| $82K | 0.01% | 996 | – | – |
