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 | |
|---|---|---|---|---|---|---|---|
| $55.9K | 0.01% | 367 | – | – | |||
| $55.8K | 0.01% | 426 | – | – | |||
| $55.5K | 0.01% | 2,187 -87 | -4% | -$2.21K | |||
| $55.5K | 0.01% | 334 | – | – | |||
| $54K | 0.01% | 200 | – | – | |||
| $53.8K | 0.01% | 405 | – | – | |||
| $53.8K | 0.01% | 462 | – | – | |||
| $53.4K | 0.01% | 2,000 | – | – | |||
| $53.3K | 0.01% | 100 | – | – | |||
| $53K | ﹤0.01% | 65 | – | – | |||
| $52.5K | ﹤0.01% | 350 | – | – | |||
| $52.4K | ﹤0.01% | 2,500 | – | – | |||
| $51.9K | ﹤0.01% | 1,400 -100 | -7% | -$3.71K | |||
| $51.9K | ﹤0.01% | 1,595 +27 | +2% | +$879 | |||
| $51.9K | ﹤0.01% | 722 | – | – | |||
| $51.6K | ﹤0.01% | 659 | – | – | |||
| $51.4K | ﹤0.01% | 1,440 | – | – | |||
| $51K | ﹤0.01% | 3,945 +10 | +0.3% | +$129 | |||
| $50K | ﹤0.01% | 999 | – | – | |||
| $49.8K | ﹤0.01% | 149 +129 | +645% | +$43.1K | |||
| $49.5K | ﹤0.01% | 4,000 | – | – | |||
| $49.2K | ﹤0.01% | +3,200 | New | +$49.2K | |||
| $48.9K | ﹤0.01% | 1,350 -6,200 | -82% | -$225K | |||
| $48.6K | ﹤0.01% | 4,528 -973 | -18% | -$10.4K | |||
| $48.2K | ﹤0.01% | 612 +3 | +0.5% | +$236 |
