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 | |
|---|---|---|---|---|---|---|---|
| $9.28K | ﹤0.01% | 400 | – | – | |||
| $9.22K | ﹤0.01% | 619 +5 | +0.8% | +$74 | |||
| $9.2K | ﹤0.01% | 425 | – | – | |||
| $9.17K | ﹤0.01% | 1,500 | – | – | |||
| $9.14K | ﹤0.01% | 50 | – | – | |||
| $9.09K | ﹤0.01% | 350 | – | – | |||
| $9.06K | ﹤0.01% | +430 | New | +$9.06K | |||
| $9.05K | ﹤0.01% | 100 -50 | -33% | -$4.53K | |||
| $9.01K | ﹤0.01% | 249 | – | – | |||
| $8.95K | ﹤0.01% | 40 | – | – | |||
| $8.85K | ﹤0.01% | 47 | – | – | |||
| $8.73K | ﹤0.01% | 42 | – | – | |||
| $8.69K | ﹤0.01% | 740 | – | – | |||
| $8.64K | ﹤0.01% | 418 -975,562 | -100% | -$20.2M | |||
| $8.64K | ﹤0.01% | +100 | New | +$8.64K | |||
| $8.47K | ﹤0.01% | 61 | – | – | |||
| $8.39K | ﹤0.01% | 24 | – | – | |||
| $8.39K | ﹤0.01% | 37 | – | – | |||
| $8.34K | ﹤0.01% | 189 | – | – | |||
| $8.21K | ﹤0.01% | 150 | – | – | |||
| $8.18K | ﹤0.01% | 32 | – | – | |||
| $8.16K | ﹤0.01% | 40 | – | – | |||
| $8.06K | ﹤0.01% | 36 | – | – | |||
| $8.04K | ﹤0.01% | 27 | – | – | |||
| $8K | ﹤0.01% | 41 | – | – |
