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 | |
|---|---|---|---|---|---|---|---|
| $21.5K | ﹤0.01% | 214 | – | – | |||
| $21.4K | ﹤0.01% | 335 | – | – | |||
| $21.1K | ﹤0.01% | 264 | – | – | |||
| $20.7K | ﹤0.01% | 21 | – | – | |||
| $20.5K | ﹤0.01% | 94 | – | – | |||
| $20.3K | ﹤0.01% | 200 | – | – | |||
| $20K | ﹤0.01% | 95 +10 | +12% | +$2.11K | |||
| $20K | ﹤0.01% | 375 | – | – | |||
| $19.8K | ﹤0.01% | 200 | – | – | |||
| $19.8K | ﹤0.01% | 334 | – | – | |||
| $19.7K | ﹤0.01% | 300 | – | – | |||
| $19.7K | ﹤0.01% | 269 | – | – | |||
| $19.5K | ﹤0.01% | 1,800 | – | – | |||
| $19.4K | ﹤0.01% | 74 | – | – | |||
| $19.1K | ﹤0.01% | 148 | – | – | |||
| $19K | ﹤0.01% | 1,650 | – | – | |||
| $18.9K | ﹤0.01% | 5,000 | – | – | |||
| $18.8K | ﹤0.01% | 40 | – | – | |||
| $18.8K | ﹤0.01% | 542 | – | – | |||
| $18.7K | ﹤0.01% | 145 | – | – | |||
| $18.7K | ﹤0.01% | 790 | – | – | |||
| $18.4K | ﹤0.01% | 165 | – | – | |||
| $18.1K | ﹤0.01% | 620 | – | – | |||
| $18.1K | ﹤0.01% | 268 | – | – | |||
| $17.7K | ﹤0.01% | 161 | – | – |
