AIM
Anchor Investment Management Portfolio holdings
AUM $1.07B
AUM
$1.07B
AUM Growth
+$514K (+0.1%)
Cap. Flow
+$8.23M
Cap. Flow % of AUM
0.77%
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% | 100 -100 | -50% | -$6.82K | |||
| $6.74K | 0% | 120 | – | – | |||
| $6.64K | 0% | 50 | – | – | |||
| $6.51K | 0% | 139 +124 | +827% | +$5.81K | |||
| $6.49K | 0% | 312 | – | – | |||
| $6.44K | 0% | 853 -700 | -45% | -$5.29K | |||
| $6.41K | 0% | 66 | – | – | |||
| $6.4K | 0% | 167 | – | – | |||
| $6.37K | 0% | 100 | – | – | |||
| $6.36K | 0% | 125 | – | – | |||
| $6.34K | 0% | 200 | New | +$6.34K | |||
| $6.31K | 0% | 55 | – | – | |||
| $6.26K | 0% | 205 | – | – | |||
| $6.17K | 0% | 250 | – | – | |||
| $6.13K | 0% | 176 | – | – | |||
| $6.08K | 0% | 155 -10 | -6% | -$392 | |||
| $6.04K | 0% | 370 | – | – | |||
| $5.93K | 0% | 30 | – | – | |||
| $5.88K | 0% | 86 | – | – | |||
| $5.73K | 0% | 17 | – | – | |||
| $5.47K | 0% | 40 | – | – | |||
| $5.29K | 0% | 117 | – | – | |||
| $5.29K | 0% | 58 | – | – | |||
| $5.26K | 0% | 170 | – | – | |||
| $5.26K | 0% | 6,011 | – | – |
