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 | |
|---|---|---|---|---|---|---|---|
| $2.68M | 0.25% | 16,595 +14 | +0.1% | +$2.26K | |||
| $2.65M | 0.25% | 15,339 +387 | +3% | +$66.9K | |||
| $2.63M | 0.25% | 10,614 +20 | +0.2% | +$4.95K | |||
| $2.61M | 0.24% | 38,441 -499 | -1% | -$33.9K | |||
| $2.58M | 0.24% | 87,757 -122 | -0.1% | -$3.59K | |||
| $2.56M | 0.24% | 27,876 +236 | +0.9% | +$21.7K | |||
| $2.54M | 0.24% | 4,641 +23 | +0.5% | +$12.6K | |||
| $2.52M | 0.23% | 17,716 +260 | +1% | +$37K | |||
| $2.48M | 0.23% | 34,056 +2,858 | +9% | +$208K | |||
| $2.48M | 0.23% | 12,760 +4 | +0% | +$776 | |||
| $2.46M | 0.23% | 9,153 +127 | +1% | +$34.2K | |||
| $2.43M | 0.23% | 40,875 +1 | +0% | +$60 | |||
| $2.41M | 0.23% | 18,227 -98 | -0.5% | -$13K | |||
| $2.41M | 0.22% | 12,038 +273 | +2% | +$54.6K | |||
| $2.35M | 0.22% | 63,633 -2,064 | -3% | -$76.2K | |||
| $2.31M | 0.22% | 26,305 +673 | +3% | +$59.2K | |||
| $2.31M | 0.22% | 29,487 +1,509 | +5% | +$118K | |||
| $2.28M | 0.21% | 10,426 +404 | +4% | +$88.4K | |||
| $2.28M | 0.21% | 34,911 +85 | +0.2% | +$5.55K | |||
| $2.26M | 0.21% | 8,712 +316 | +4% | +$81.9K | |||
| $2.23M | 0.21% | 6,022 +382 | +7% | +$142K | |||
| $2.23M | 0.21% | 20,024 -260 | -1% | -$28.9K | |||
| $2.21M | 0.21% | 4,350 -237 | -5% | -$120K | |||
| $2.18M | 0.2% | 63,652 | – | – | |||
| $2.14M | 0.2% | 44,550 +1,718 | +4% | +$82.5K |
