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 | |
|---|---|---|---|---|---|---|---|
| $17.6K | ﹤0.01% | 268 | – | – | |||
| $17.3K | ﹤0.01% | 64 | – | – | |||
| $16.6K | ﹤0.01% | 1,000 | – | – | |||
| $16.5K | ﹤0.01% | 303 +3 | +1% | +$163 | |||
| $16.4K | ﹤0.01% | 2,000 | – | – | |||
| $16.2K | ﹤0.01% | 95 | – | – | |||
| $16K | ﹤0.01% | 194 | – | – | |||
| $15.9K | ﹤0.01% | 45 -85 | -65% | -$30K | |||
| $15.8K | ﹤0.01% | 291 | – | – | |||
| $15.8K | ﹤0.01% | 350 | – | – | |||
| $15.7K | ﹤0.01% | 148 | – | – | |||
| $15.5K | ﹤0.01% | 200 | – | – | |||
| $15.3K | ﹤0.01% | 246 | – | – | |||
| $15.3K | ﹤0.01% | 130 | – | – | |||
| $15.2K | ﹤0.01% | +600 | New | +$15.2K | |||
| $15.2K | ﹤0.01% | 35 | – | – | |||
| $15.1K | ﹤0.01% | 124 | – | – | |||
| $14.9K | ﹤0.01% | 100 | – | – | |||
| $14.6K | ﹤0.01% | 95 | – | – | |||
| $14.6K | ﹤0.01% | 200 | – | – | |||
| $14.5K | ﹤0.01% | 84 +72 | +600% | +$12.4K | |||
| $14.5K | ﹤0.01% | 25 | – | – | |||
| $14.4K | ﹤0.01% | 275 | – | – | |||
| $14.2K | ﹤0.01% | 50 | – | – | |||
| $14.2K | ﹤0.01% | 105 | – | – |
