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 | |
|---|---|---|---|---|---|---|---|
| $1.92K | 0% | 15 | – | – | |||
| $1.9K | 0% | 50 | – | – | |||
| $1.89K | 0% | 41 | – | – | |||
| $1.85K | 0% | 35 | – | – | |||
| $1.84K | 0% | 25 | – | – | |||
| $1.84K | 0% | 347 | – | – | |||
| $1.83K | 0% | 30 | – | – | |||
| $1.81K | 0% | 7 | – | – | |||
| $1.79K | 0% | 46 | – | – | |||
| $1.79K | 0% | 94 | – | – | |||
| $1.77K | 0% | 40 | – | – | |||
| $1.76K | 0% | 20 | – | – | |||
| $1.76K | 0% | 400 +200 | +100% | +$880 | |||
| $1.73K | 0% | 10 | – | – | |||
| $1.73K | 0% | 20 | New | +$1.73K | |||
| $1.71K | 0% | 4 | – | – | |||
| $1.71K | 0% | 20 | – | – | |||
| $1.69K | 0% | 50 | – | – | |||
| $1.69K | 0% | 32 | – | – | |||
| $1.67K | 0% | 28 | – | – | |||
| $1.65K | 0% | 164 | – | – | |||
| $1.65K | 0% | 35 | – | – | |||
| $1.64K | 0% | 17 | – | – | |||
| $1.64K | 0% | 30 | – | – | |||
| $1.61K | 0% | 55 | – | – |
