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 | |
|---|---|---|---|---|---|---|---|
| $654 | ﹤0.01% | 10 | – | – | |||
| $637 | ﹤0.01% | 80 | – | – | |||
| $568 | ﹤0.01% | 40 | – | – | |||
| $560 | ﹤0.01% | 14 | – | – | |||
| $510 | ﹤0.01% | 20 | – | – | |||
| $492 | ﹤0.01% | 10 | – | – | |||
| $477 | ﹤0.01% | 3 | – | – | |||
| $466 | ﹤0.01% | 39 -1,778 | -98% | -$21.2K | |||
| $458 | ﹤0.01% | 14 | – | – | |||
| $458 | ﹤0.01% | 14 | – | – | |||
| $446 | ﹤0.01% | 25 | – | – | |||
| $443 | ﹤0.01% | 25 | – | – | |||
| $411 | ﹤0.01% | 65 | – | – | |||
| $386 | ﹤0.01% | 9 | – | – | |||
| $363 | ﹤0.01% | 50 | – | – | |||
| $336 | ﹤0.01% | 500 | – | – | |||
| $305 | ﹤0.01% | 30 | – | – | |||
| $295 | ﹤0.01% | 7 | – | – | |||
| $262 | ﹤0.01% | 3 | – | – | |||
| $261 | ﹤0.01% | 2 | – | – | |||
| $248 | ﹤0.01% | 16 | – | – | |||
| $236 | ﹤0.01% | 30 | – | – | |||
| $191 | ﹤0.01% | 15 -5 | -25% | -$64 | |||
| $173 | ﹤0.01% | 16 -25 | -61% | -$270 | |||
| $143 | ﹤0.01% | 79 | – | – |
