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 | |
|---|---|---|---|---|---|---|---|
| $2.78K | ﹤0.01% | 59 | – | – | |||
| $2.75K | ﹤0.01% | 30 | – | – | |||
| $2.74K | ﹤0.01% | 1,200 | – | – | |||
| $2.68K | ﹤0.01% | 24 | – | – | |||
| $2.67K | ﹤0.01% | 42 | – | – | |||
| $2.61K | ﹤0.01% | 200 | – | – | |||
| $2.58K | ﹤0.01% | 50 | – | – | |||
| $2.57K | ﹤0.01% | 44 | – | – | |||
| $2.54K | ﹤0.01% | 300 | – | – | |||
| $2.5K | ﹤0.01% | 250 | – | – | |||
| $2.49K | ﹤0.01% | 200 | – | – | |||
| $2.48K | ﹤0.01% | 261 | – | – | |||
| $2.48K | ﹤0.01% | 80 | – | – | |||
| $2.38K | ﹤0.01% | 106 | – | – | |||
| $2.38K | ﹤0.01% | +110 | New | +$2.38K | |||
| $2.37K | ﹤0.01% | 7 | – | – | |||
| $2.32K | ﹤0.01% | 75 | – | – | |||
| $2.29K | ﹤0.01% | 40 | – | – | |||
| $2.19K | ﹤0.01% | 80 | – | – | |||
| $2.17K | ﹤0.01% | 15 | – | – | |||
| $2.15K | ﹤0.01% | 18 | – | – | |||
| $2.11K | ﹤0.01% | 21 | – | – | |||
| $2.07K | ﹤0.01% | 81 | – | – | |||
| $2.04K | ﹤0.01% | 25 | – | – | |||
| $1.95K | ﹤0.01% | 100 | – | – |
