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 | |
|---|---|---|---|---|---|---|---|
| $4.2K | ﹤0.01% | 87 | – | – | |||
| $4.19K | ﹤0.01% | 46 | – | – | |||
| $4.17K | ﹤0.01% | 220 | – | – | |||
| $4.12K | ﹤0.01% | 400 | – | – | |||
| $3.91K | ﹤0.01% | 50 | – | – | |||
| $3.91K | ﹤0.01% | 126 | – | – | |||
| $3.82K | ﹤0.01% | 191 | – | – | |||
| $3.8K | ﹤0.01% | 434 +2 | +0.5% | +$18 | |||
| $3.74K | ﹤0.01% | +90 | New | +$3.74K | |||
| $3.71K | ﹤0.01% | 86 | – | – | |||
| $3.63K | ﹤0.01% | 38 | – | – | |||
| $3.58K | ﹤0.01% | 100 | – | – | |||
| $3.57K | ﹤0.01% | 759 +5 | +0.7% | +$23 | |||
| $3.45K | ﹤0.01% | 25 | – | – | |||
| $3.4K | ﹤0.01% | 48 | – | – | |||
| $3.39K | ﹤0.01% | 39 | – | – | |||
| $3.33K | ﹤0.01% | +235 | New | +$3.33K | |||
| $3.31K | ﹤0.01% | 68 | – | – | |||
| $3.29K | ﹤0.01% | 10 | – | – | |||
| $3.21K | ﹤0.01% | 22 | – | – | |||
| $3.16K | ﹤0.01% | 108 | – | – | |||
| $3.11K | ﹤0.01% | 99 | – | – | |||
| $3.11K | ﹤0.01% | 51 | – | – | |||
| $3.06K | ﹤0.01% | 1,067 | – | – | |||
| $2.87K | ﹤0.01% | 211 | – | – |
