AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$8.23M
Cap. Flow % of AUM
0.77%
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 | |
|---|---|---|---|---|---|---|---|
| $5.55M | 0.52% | 39,712 +359 | +0.9% | +$50.2K | |||
| $5.34M | 0.5% | 203,737 +1,796 | +0.9% | +$47.1K | |||
| $5.34M | 0.5% | 117,635 +503 | +0.4% | +$22.8K | |||
| $5.28M | 0.49% | 10,281 -37 | -0.4% | -$19K | |||
| $5.21M | 0.49% | 117,643 -1,933 | -2% | -$85.7K | |||
| $5.08M | 0.47% | 9,267 +43 | +0.5% | +$23.6K | |||
| $4.71M | 0.44% | 15,400 +46 | +0.3% | +$14.1K | |||
| $4.67M | 0.44% | 14,940 +122 | +0.8% | +$38.1K | |||
| $4.52M | 0.42% | 8,087 -14 | -0.2% | -$7.83K | |||
| $4.5M | 0.42% | 56,992 -2,417 | -4% | -$191K | |||
| $4.43M | 0.41% | 96,863 +69 | +0.1% | +$3.16K | |||
| $4.42M | 0.41% | 40,173 -930 | -2% | -$102K | |||
| $4.37M | 0.41% | 1,147 +9 | +0.8% | +$34.3K | |||
| $4.35M | 0.41% | 55,879 +3,163 | +6% | +$246K | |||
| $4.28M | 0.4% | 43,402 -745 | -2% | -$73.5K | |||
| $4.25M | 0.4% | 12,872 -980 | -7% | -$323K | |||
| $4.23M | 0.39% | 279,423 +5,308 | +2% | +$80.4K | |||
| $4.16M | 0.39% | 15,730 +955 | +6% | +$253K | |||
| $4.15M | 0.39% | 43,153 +816 | +2% | +$78.5K | |||
| $4.05M | 0.38% | 31,247 +644 | +2% | +$83.5K | |||
| $4.02M | 0.38% | 49,403 | – | – | |||
| $3.97M | 0.37% | 33,270 +269 | +0.8% | +$32.1K | |||
| $3.89M | 0.36% | 108,989 +4,922 | +5% | +$175K | |||
| $3.84M | 0.36% | 163,863 +2,315 | +1% | +$54.2K | |||
| $3.67M | 0.34% | 51,718 -2,644 | -5% | -$187K |
