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 | |
|---|---|---|---|---|---|---|---|
| $1.92K | ﹤0.01% | 15 | – | – | |||
| $1.9K | ﹤0.01% | 50 | – | – | |||
| $1.89K | ﹤0.01% | 41 | – | – | |||
| $1.85K | ﹤0.01% | 35 | – | – | |||
| $1.84K | ﹤0.01% | 25 | – | – | |||
| $1.84K | ﹤0.01% | 347 | – | – | |||
| $1.83K | ﹤0.01% | 30 | – | – | |||
| $1.81K | ﹤0.01% | 7 | – | – | |||
| $1.79K | ﹤0.01% | 46 | – | – | |||
| $1.79K | ﹤0.01% | 94 | – | – | |||
| $1.77K | ﹤0.01% | 40 | – | – | |||
| $1.76K | ﹤0.01% | 20 | – | – | |||
| $1.76K | ﹤0.01% | 400 +200 | +100% | +$880 | |||
| $1.73K | ﹤0.01% | 10 | – | – | |||
| $1.73K | ﹤0.01% | +20 | New | +$1.73K | |||
| $1.71K | ﹤0.01% | 4 | – | – | |||
| $1.71K | ﹤0.01% | 20 | – | – | |||
| $1.69K | ﹤0.01% | 50 | – | – | |||
| $1.69K | ﹤0.01% | 32 | – | – | |||
| $1.67K | ﹤0.01% | 28 | – | – | |||
| $1.65K | ﹤0.01% | 164 | – | – | |||
| $1.65K | ﹤0.01% | 35 | – | – | |||
| $1.64K | ﹤0.01% | 17 | – | – | |||
| $1.64K | ﹤0.01% | 30 | – | – | |||
| $1.61K | ﹤0.01% | 55 | – | – |
