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 | |
|---|---|---|---|---|---|---|---|
| $24.4K | ﹤0.01% | 300 -200 | -40% | -$16.3K | |||
| $24.4K | ﹤0.01% | 575 | – | – | |||
| $24.4K | ﹤0.01% | 529 +4 | +0.8% | +$184 | |||
| $24.1K | ﹤0.01% | 1,780 +4 | +0.2% | +$54 | |||
| $24.1K | ﹤0.01% | 300 | – | – | |||
| $23.7K | ﹤0.01% | 250 | – | – | |||
| $23.6K | ﹤0.01% | 3,324 | – | – | |||
| $23.6K | ﹤0.01% | 1,214 | – | – | |||
| $23.5K | ﹤0.01% | 200 | – | – | |||
| $23.5K | ﹤0.01% | 216 | – | – | |||
| $23.4K | ﹤0.01% | 169 | – | – | |||
| $23.1K | ﹤0.01% | 150 | – | – | |||
| $22.9K | ﹤0.01% | 448 | – | – | |||
| $22.8K | ﹤0.01% | 447 | – | – | |||
| $22.8K | ﹤0.01% | 370 | – | – | |||
| $22.7K | ﹤0.01% | 640 | – | – | |||
| $22.6K | ﹤0.01% | 71 | – | – | |||
| $22.4K | ﹤0.01% | 400 | – | – | |||
| $22.3K | ﹤0.01% | 600 | – | – | |||
| $22.2K | ﹤0.01% | 244 | – | – | |||
| $22.2K | ﹤0.01% | 405 | – | – | |||
| $22.2K | ﹤0.01% | +275 | New | +$22.2K | |||
| $22.1K | ﹤0.01% | 385 | – | – | |||
| $21.8K | ﹤0.01% | 1,365 +80 | +6% | +$1.28K | |||
| $21.7K | ﹤0.01% | 498 +116 | +30% | +$5.06K |
