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 | |
|---|---|---|---|---|---|---|---|
| $5.25K | ﹤0.01% | 5,000 | – | – | |||
| $5.22K | ﹤0.01% | 200 | – | – | |||
| $5.19K | ﹤0.01% | 250 | – | – | |||
| $5.15K | ﹤0.01% | 78 | – | – | |||
| $5.11K | ﹤0.01% | 1,920 | – | – | |||
| $5.1K | ﹤0.01% | 25 | – | – | |||
| $5.09K | ﹤0.01% | 17 | – | – | |||
| $5.05K | ﹤0.01% | 422 | – | – | |||
| $4.91K | ﹤0.01% | 104 | – | – | |||
| $4.76K | ﹤0.01% | +180 | New | +$4.76K | |||
| $4.75K | ﹤0.01% | 200 | – | – | |||
| $4.72K | ﹤0.01% | 35 | – | – | |||
| $4.69K | ﹤0.01% | +250 | New | +$4.69K | |||
| $4.68K | ﹤0.01% | 152 | – | – | |||
| $4.67K | ﹤0.01% | 31 | – | – | |||
| $4.55K | ﹤0.01% | 100 | – | – | |||
| $4.51K | ﹤0.01% | 119 -300 | -72% | -$11.4K | |||
| $4.5K | ﹤0.01% | 415 | – | – | |||
| $4.49K | ﹤0.01% | 200 | – | – | |||
| $4.46K | ﹤0.01% | 126 | – | – | |||
| $4.39K | ﹤0.01% | 100 | – | – | |||
| $4.38K | ﹤0.01% | 1,122 +16 | +1% | +$62 | |||
| $4.35K | ﹤0.01% | 150 | – | – | |||
| $4.32K | ﹤0.01% | 1,297 | – | – | |||
| $4.32K | ﹤0.01% | +3,000 | New | +$4.32K |
