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 | |
|---|---|---|---|---|---|---|---|
| $65.6K | 0.01% | 525 | – | – | |||
| $65.5K | 0.01% | 319 | – | – | |||
| $64.5K | 0.01% | 402 +11 | +3% | +$1.76K | |||
| $64K | 0.01% | 587 | – | – | |||
| $63.7K | 0.01% | 488 | – | – | |||
| $63.6K | 0.01% | 773 +72 | +10% | +$5.92K | |||
| $63.3K | 0.01% | 371 | – | – | |||
| $63K | 0.01% | 602 | – | – | |||
| $62.5K | 0.01% | 2,000 | – | – | |||
| $62.4K | 0.01% | 1,462 | – | – | |||
| $62.3K | 0.01% | 1,250 | – | – | |||
| $62K | 0.01% | 1,223 +9 | +0.7% | +$456 | |||
| $61.9K | 0.01% | 758 +2 | +0.3% | +$163 | |||
| $61.9K | 0.01% | 2,034 +3 | +0.2% | +$91 | |||
| $61.3K | 0.01% | 2,000 | – | – | |||
| $60.9K | 0.01% | 942 | – | – | |||
| $60.9K | 0.01% | 44 -783 | -95% | -$1.08M | |||
| $60.3K | 0.01% | +1,702 | New | +$60.3K | |||
| $60.2K | 0.01% | 2,100 | – | – | |||
| $60.1K | 0.01% | 830 | – | – | |||
| $58.4K | 0.01% | 707 | – | – | |||
| $58.2K | 0.01% | +3,333 | New | +$58.2K | |||
| $57.3K | 0.01% | 1,000 -2,100 | -68% | -$120K | |||
| $57.1K | 0.01% | 4,000 | – | – | |||
| $56.4K | 0.01% | 504 | – | – |
