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 | |
|---|---|---|---|---|---|---|---|
| $33.6K | ﹤0.01% | 300 | – | – | |||
| $33.5K | ﹤0.01% | 1,105 | – | – | |||
| $33.2K | ﹤0.01% | 320 | – | – | |||
| $33.1K | ﹤0.01% | 2,577 | – | – | |||
| $32.9K | ﹤0.01% | 400 | – | – | |||
| $32.7K | ﹤0.01% | 1,100 | – | – | |||
| $32.6K | ﹤0.01% | 400 | – | – | |||
| $32K | ﹤0.01% | 250 +2 | +0.8% | +$256 | |||
| $31.9K | ﹤0.01% | 80 | – | – | |||
| $31.9K | ﹤0.01% | 3,226 | – | – | |||
| $31.7K | ﹤0.01% | 300 | – | – | |||
| $31.6K | ﹤0.01% | 777 | – | – | |||
| $31.5K | ﹤0.01% | 1,639 -981 | -37% | -$18.9K | |||
| $31.5K | ﹤0.01% | 800 | – | – | |||
| $31.2K | ﹤0.01% | 117 | – | – | |||
| $31.1K | ﹤0.01% | 947 | – | – | |||
| $31.1K | ﹤0.01% | 154 | – | – | |||
| $31K | ﹤0.01% | 1,863 | – | – | |||
| $30.8K | ﹤0.01% | 700 | – | – | |||
| $30.7K | ﹤0.01% | 2,615 +88 | +3% | +$1.03K | |||
| $30.7K | ﹤0.01% | 1,683 | – | – | |||
| $30.3K | ﹤0.01% | 94 | – | – | |||
| $30.3K | ﹤0.01% | 578 | – | – | |||
| $30.2K | ﹤0.01% | 339 | – | – | |||
| $30.1K | ﹤0.01% | 301 | – | – |
