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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -126 | Closed | – | |||
| $0 | 0% | 0 -630 | Closed | – | |||
| $0 | 0% | 0 -115 | Closed | – | |||
| $0 | 0% | 0 -45 | Closed | – | |||
| $0 | 0% | 0 -324 | Closed | – | |||
| $0 | 0% | 0 -355 | Closed | – | |||
| $0 | 0% | 0 -66 | Closed | – | |||
| $0 | 0% | 0 -500 | Closed | – | |||
| $0 | 0% | 0 -487 | Closed | – |
