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 | |
|---|---|---|---|---|---|---|---|
| $6.82K | ﹤0.01% | 100 -100 | -50% | -$6.82K | |||
| $6.74K | ﹤0.01% | 120 | – | – | |||
| $6.64K | ﹤0.01% | 50 | – | – | |||
| $6.51K | ﹤0.01% | 139 +124 | +827% | +$5.81K | |||
| $6.49K | ﹤0.01% | 312 | – | – | |||
| $6.44K | ﹤0.01% | 853 -700 | -45% | -$5.29K | |||
| $6.41K | ﹤0.01% | 66 | – | – | |||
| $6.4K | ﹤0.01% | 167 | – | – | |||
| $6.37K | ﹤0.01% | 100 | – | – | |||
| $6.36K | ﹤0.01% | 125 | – | – | |||
| $6.34K | ﹤0.01% | +200 | New | +$6.34K | |||
| $6.31K | ﹤0.01% | 55 | – | – | |||
| $6.26K | ﹤0.01% | 205 | – | – | |||
| $6.17K | ﹤0.01% | 250 | – | – | |||
| $6.13K | ﹤0.01% | 176 | – | – | |||
| $6.08K | ﹤0.01% | 155 -10 | -6% | -$392 | |||
| $6.04K | ﹤0.01% | 370 | – | – | |||
| $5.93K | ﹤0.01% | 30 | – | – | |||
| $5.88K | ﹤0.01% | 86 | – | – | |||
| $5.73K | ﹤0.01% | 17 | – | – | |||
| $5.47K | ﹤0.01% | 40 | – | – | |||
| $5.29K | ﹤0.01% | 117 | – | – | |||
| $5.29K | ﹤0.01% | 58 | – | – | |||
| $5.26K | ﹤0.01% | 170 | – | – | |||
| $5.26K | ﹤0.01% | 6,011 | – | – |
