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 | |
|---|---|---|---|---|---|---|---|
| $1.58K | 0% | 40 | – | – | |||
| $1.57K | 0% | 550 | – | – | |||
| $1.46K | 0% | 15 | – | – | |||
| $1.41K | 0% | 21 | – | – | |||
| $1.3K | 0% | 65 | – | – | |||
| $1.23K | 0% | 200 | – | – | |||
| $1.21K | 0% | 184 | – | – | |||
| $1.2K | 0% | 201 | – | – | |||
| $1.19K | 0% | 9 | – | – | |||
| $1.15K | 0% | 25 | – | – | |||
| $1.15K | 0% | 50 | – | – | |||
| $1.12K | 0% | 90 | – | – | |||
| $1.12K | 0% | 246 +1 | +0.4% | +$5 | |||
| $1.11K | 0% | 3 | – | – | |||
| $1.03K | 0% | 10 | – | – | |||
| $1.01K | 0% | 95 | – | – | |||
| $972 | 0% | 50 | – | – | |||
| $931 | 0% | 15 | – | – | |||
| $913 | 0% | 36 | – | – | |||
| $832 | 0% | 200 | – | – | |||
| $716 | 0% | 27 | New | +$716 | |||
| $708 | 0% | 11 | – | – | |||
| $707 | 0% | 12 | – | – | |||
| $691 | 0% | 11 | – | – | |||
| $686 | 0% | 20 | New | +$686 |
