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 | |
|---|---|---|---|---|---|---|---|
| $39K | ﹤0.01% | 185 | – | – | |||
| $38.5K | ﹤0.01% | 508 | – | – | |||
| $38.2K | ﹤0.01% | 404 | – | – | |||
| $38.2K | ﹤0.01% | 347 | – | – | |||
| $38.2K | ﹤0.01% | 100 | – | – | |||
| $38.1K | ﹤0.01% | +2,101 | New | +$38.1K | |||
| $38.1K | ﹤0.01% | 915 -385 | -30% | -$16K | |||
| $37.6K | ﹤0.01% | +2,226 | New | +$37.6K | |||
| $37.3K | ﹤0.01% | 679 | – | – | |||
| $37.3K | ﹤0.01% | 1,121 | – | – | |||
| $36.2K | ﹤0.01% | 567 +1 | +0.2% | +$64 | |||
| $36K | ﹤0.01% | 200 | – | – | |||
| $36K | ﹤0.01% | 3,275 | – | – | |||
| $35.1K | ﹤0.01% | 500 | – | – | |||
| $35K | ﹤0.01% | 269 | – | – | |||
| $35K | ﹤0.01% | 257 | – | – | |||
| $34.9K | ﹤0.01% | 414 -100 | -19% | -$8.44K | |||
| $34.9K | ﹤0.01% | 147 +1 | +0.7% | +$237 | |||
| $34.8K | ﹤0.01% | 384 | – | – | |||
| $34.5K | ﹤0.01% | 954 | – | – | |||
| $34.3K | ﹤0.01% | +3,000 | New | +$34.3K | |||
| $34.1K | ﹤0.01% | 134 | – | – | |||
| $33.9K | ﹤0.01% | 950 | – | – | |||
| $33.9K | ﹤0.01% | 700 | – | – | |||
| $33.9K | ﹤0.01% | 426 | – | – |
