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 | |
|---|---|---|---|---|---|---|---|
| $14.1K | ﹤0.01% | 25 -10 | -29% | -$5.66K | |||
| $14.1K | ﹤0.01% | 1,409 | – | – | |||
| $14K | ﹤0.01% | 347 | – | – | |||
| $14K | ﹤0.01% | 350 | – | – | |||
| $13.8K | ﹤0.01% | +30 | New | +$13.8K | |||
| $13.5K | ﹤0.01% | 175 | – | – | |||
| $13.3K | ﹤0.01% | 98 | – | – | |||
| $13.3K | ﹤0.01% | +265 | New | +$13.3K | |||
| $13.3K | ﹤0.01% | +10 | New | +$13.3K | |||
| $13.2K | ﹤0.01% | 100 | – | – | |||
| $13.1K | ﹤0.01% | 200 | – | – | |||
| $12.9K | ﹤0.01% | 57 | – | – | |||
| $12.7K | ﹤0.01% | 138 | – | – | |||
| $12.2K | ﹤0.01% | 200 | – | – | |||
| $12.2K | ﹤0.01% | 1,397 -7 | -0.5% | -$61 | |||
| $11.9K | ﹤0.01% | 250 | – | – | |||
| $11.8K | ﹤0.01% | 26 | – | – | |||
| $11.8K | ﹤0.01% | 65 | – | – | |||
| $11.6K | ﹤0.01% | 75 | – | – | |||
| $11.5K | ﹤0.01% | 900 | – | – | |||
| $11.4K | ﹤0.01% | 62 | – | – | |||
| $11.4K | ﹤0.01% | 565 | – | – | |||
| $11.3K | ﹤0.01% | 81 | – | – | |||
| $11.2K | ﹤0.01% | 115 | – | – | |||
| $11.1K | ﹤0.01% | 285 | – | – |
