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 | |
|---|---|---|---|---|---|---|---|
| $81.8K | 0.01% | 2,180 | – | – | |||
| $81.3K | 0.01% | 376 | – | – | |||
| $78.7K | 0.01% | 697 +1 | +0.1% | +$113 | |||
| $78.4K | 0.01% | 322 | – | – | |||
| $76K | 0.01% | 1,100 -20 | -2% | -$1.38K | |||
| $75.9K | 0.01% | 285 | – | – | |||
| $74.5K | 0.01% | 780 -50 | -6% | -$4.77K | |||
| $73.6K | 0.01% | 274 | – | – | |||
| $73.4K | 0.01% | +3,000 | New | +$73.4K | |||
| $73.4K | 0.01% | 2,350 | – | – | |||
| $72.7K | 0.01% | 450 | – | – | |||
| $72.6K | 0.01% | 198 +50 | +34% | +$18.3K | |||
| $72K | 0.01% | 61 | – | – | |||
| $71.7K | 0.01% | 800 | – | – | |||
| $71.5K | 0.01% | 3,000 | – | – | |||
| $70.8K | 0.01% | +3,000 | New | +$70.8K | |||
| $70.7K | 0.01% | +3,815 | New | +$70.7K | |||
| $70K | 0.01% | 5,981 | – | – | |||
| $68.3K | 0.01% | 1,000 | – | – | |||
| $67.9K | 0.01% | 664 | – | – | |||
| $67.5K | 0.01% | 1,013 +119 | +13% | +$7.94K | |||
| $66.9K | 0.01% | 1,600 +600 | +60% | +$25.1K | |||
| $66.4K | 0.01% | 1,500 | – | – | |||
| $66.1K | 0.01% | 1,766 | – | – | |||
| $65.7K | 0.01% | 1,098 -45 | -4% | -$2.69K |
