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 | |
|---|---|---|---|---|---|---|---|
| $11K | ﹤0.01% | 72 | – | – | |||
| $10.9K | ﹤0.01% | 300 | – | – | |||
| $10.8K | ﹤0.01% | 280 | – | – | |||
| $10.8K | ﹤0.01% | 4,000 | – | – | |||
| $10.6K | ﹤0.01% | 1,153 +15 | +1% | +$138 | |||
| $10.4K | ﹤0.01% | 190 -830 | -81% | -$45.4K | |||
| $10.3K | ﹤0.01% | 136 | – | – | |||
| $10.3K | ﹤0.01% | 500 | – | – | |||
| $10.3K | ﹤0.01% | 80 | – | – | |||
| $10.3K | ﹤0.01% | 75 | – | – | |||
| $10.3K | ﹤0.01% | 1,570 +10 | +0.6% | +$65 | |||
| $10.3K | ﹤0.01% | 124 -150 | -55% | -$12.4K | |||
| $10.2K | ﹤0.01% | 139 | – | – | |||
| $10.2K | ﹤0.01% | 1,000 | – | – | |||
| $10.2K | ﹤0.01% | 40 | – | – | |||
| $10K | ﹤0.01% | 1,000 | – | – | |||
| $9.95K | ﹤0.01% | 357 +17 | +5% | +$474 | |||
| $9.92K | ﹤0.01% | +200 | New | +$9.92K | |||
| $9.87K | ﹤0.01% | 200 | – | – | |||
| $9.81K | ﹤0.01% | 200 | – | – | |||
| $9.78K | ﹤0.01% | +400 | New | +$9.78K | |||
| $9.74K | ﹤0.01% | 47 | – | – | |||
| $9.56K | ﹤0.01% | 525 -400 | -43% | -$7.28K | |||
| $9.53K | ﹤0.01% | +250 | New | +$9.53K | |||
| $9.33K | ﹤0.01% | 84 -200 | -70% | -$22.2K |
