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 | |
|---|---|---|---|---|---|---|---|
| $29.8K | ﹤0.01% | 184 | – | – | |||
| $29.8K | ﹤0.01% | 750 -25 | -3% | -$992 | |||
| $29.8K | ﹤0.01% | 273 | – | – | |||
| $29.4K | ﹤0.01% | 108 | – | – | |||
| $28.9K | ﹤0.01% | 300 | – | – | |||
| $28.9K | ﹤0.01% | 1,290 | – | – | |||
| $28.8K | ﹤0.01% | 164 | – | – | |||
| $28.6K | ﹤0.01% | 910 +3 | +0.3% | +$94 | |||
| $28.3K | ﹤0.01% | 155 | – | – | |||
| $28.2K | ﹤0.01% | 2,300 | – | – | |||
| $27.8K | ﹤0.01% | 570 | – | – | |||
| $27.8K | ﹤0.01% | 166 | – | – | |||
| $27.1K | ﹤0.01% | 1,000 | – | – | |||
| $27.1K | ﹤0.01% | 315 | – | – | |||
| $26.9K | ﹤0.01% | 800 | – | – | |||
| $26.7K | ﹤0.01% | 5,000 | – | – | |||
| $26.4K | ﹤0.01% | 270 | – | – | |||
| $26.1K | ﹤0.01% | 235 | – | – | |||
| $25.7K | ﹤0.01% | 100 | – | – | |||
| $25.6K | ﹤0.01% | 530 | – | – | |||
| $25.3K | ﹤0.01% | 999 | – | – | |||
| $25.3K | ﹤0.01% | 1,375 | – | – | |||
| $25.2K | ﹤0.01% | 160 | – | – | |||
| $25K | ﹤0.01% | 571 | – | – | |||
| $24.6K | ﹤0.01% | 2,400 | – | – |
