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 | |
|---|---|---|---|---|---|---|---|
| $47.6K | ﹤0.01% | 1,495 | – | – | |||
| $47.5K | ﹤0.01% | 772 | – | – | |||
| $47K | ﹤0.01% | 4,208 -4,881 | -54% | -$54.5K | |||
| $46.9K | ﹤0.01% | 1,300 | – | – | |||
| $46.6K | ﹤0.01% | 3,284 | – | – | |||
| $46.4K | ﹤0.01% | 940 | – | – | |||
| $46K | ﹤0.01% | +300 | New | +$46K | |||
| $45.6K | ﹤0.01% | 390 | – | – | |||
| $45.1K | ﹤0.01% | 228 | – | – | |||
| $45K | ﹤0.01% | 555 | – | – | |||
| $44.1K | ﹤0.01% | 2,570 | – | – | |||
| $44K | ﹤0.01% | 3,000 | – | – | |||
| $43.9K | ﹤0.01% | 255 | – | – | |||
| $43.7K | ﹤0.01% | 256 +100 | +64% | +$17.1K | |||
| $43.6K | ﹤0.01% | 331 | – | – | |||
| $43.3K | ﹤0.01% | 500 | – | – | |||
| $43.2K | ﹤0.01% | 333 | – | – | |||
| $42.2K | ﹤0.01% | 810 | – | – | |||
| $41.8K | ﹤0.01% | 540 | – | – | |||
| $41.4K | ﹤0.01% | 672 | – | – | |||
| $40.4K | ﹤0.01% | 479 -347 | -42% | -$29.3K | |||
| $40.3K | ﹤0.01% | 423 | – | – | |||
| $39.3K | ﹤0.01% | 565 -148 | -21% | -$10.3K | |||
| $39.3K | ﹤0.01% | 600 -150 | -20% | -$9.82K | |||
| $39.2K | ﹤0.01% | 106 | – | – |
