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 | |
|---|---|---|---|---|---|---|---|
| $7.96K | ﹤0.01% | 533 | – | – | |||
| $7.92K | ﹤0.01% | 500 | – | – | |||
| $7.85K | ﹤0.01% | 37 | – | – | |||
| $7.85K | ﹤0.01% | 200 | – | – | |||
| $7.84K | ﹤0.01% | 200 | – | – | |||
| $7.82K | ﹤0.01% | 740 | – | – | |||
| $7.77K | ﹤0.01% | 100 | – | – | |||
| $7.74K | ﹤0.01% | 157 | – | – | |||
| $7.69K | ﹤0.01% | 158 | – | – | |||
| $7.68K | ﹤0.01% | 61 | – | – | |||
| $7.68K | ﹤0.01% | +150 | New | +$7.68K | |||
| $7.63K | ﹤0.01% | 125 -125 | -50% | -$7.63K | |||
| $7.63K | ﹤0.01% | 30 -45 | -60% | -$11.4K | |||
| $7.53K | ﹤0.01% | 107 | – | – | |||
| $7.5K | ﹤0.01% | 75 | – | – | |||
| $7.46K | ﹤0.01% | 124 | – | – | |||
| $7.45K | ﹤0.01% | 82 +1 | +1% | +$91 | |||
| $7.34K | ﹤0.01% | 1,385 +9 | +0.7% | +$48 | |||
| $7.29K | ﹤0.01% | 5,400 | – | – | |||
| $7.22K | ﹤0.01% | 100 -100 | -50% | -$7.22K | |||
| $7.2K | ﹤0.01% | 100 | – | – | |||
| $7.18K | ﹤0.01% | 218 | – | – | |||
| $7.16K | ﹤0.01% | 100 | – | – | |||
| $7.09K | ﹤0.01% | 200 +160 | +400% | +$5.67K | |||
| $6.92K | ﹤0.01% | 53 | – | – |
