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 | |
|---|---|---|---|---|---|---|---|
| $137 | ﹤0.01% | 1 | – | – | |||
| – | – | 0 | – | – | |||
| $128 | ﹤0.01% | 2 | – | – | |||
| $120 | ﹤0.01% | 56 | – | – | |||
| $114 | ﹤0.01% | 1 | – | – | |||
| $61 | ﹤0.01% | 100 | – | – | |||
| $60 | ﹤0.01% | 1 | – | – | |||
| $58 | ﹤0.01% | +20 | New | +$58 | |||
| $49 | ﹤0.01% | 17 | – | – | |||
| $49 | ﹤0.01% | 10 | – | – | |||
| $40 | ﹤0.01% | 1 | – | – | |||
| $20 | ﹤0.01% | 12 | – | – | |||
| $8 | ﹤0.01% | 1 | – | – | |||
| $4 | ﹤0.01% | 4 | – | – | |||
| – | – | -400 | Closed | -$9.23K | |||
| – | – | -75 | Closed | -$10K | |||
| – | – | -36 | Closed | -$3.21K | |||
| – | – | -17 | Closed | -$4.85K | |||
| – | – | -170 | Closed | -$25.4K | |||
| – | – | -150 | Closed | -$4.41K | |||
| – | – | -1,100 | Closed | -$49K | |||
| – | – | -3,430 | Closed | -$85.9K | |||
| – | – | -908 | Closed | -$20.2K | |||
| – | – | -1,465 | Closed | -$50.3K | |||
| – | – | -252 | Closed | -$3.88K |
