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
Cap. Flow
+$7.77M
Cap. Flow %
0.72%
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

1Technology14.68%
2Financials13.5%
3Healthcare11.48%
4Industrials7.73%
5Consumer Staples6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.68M0.25% 16,595
+14
+0.1%
+$2.26K
$2.65M0.25% 15,339
+387
+3%
+$66.9K
$2.63M0.25% 10,614
+20
+0.2%
+$4.95K
$2.61M0.24% 38,441
-499
-1%
-$33.9K
$2.58M0.24% 87,757
-122
-0.1%
-$3.59K
$2.56M0.24% 27,876
+236
+0.9%
+$21.7K
$2.54M0.24% 4,641
+23
+0.5%
+$12.6K
$2.52M0.23% 17,716
+260
+1%
+$37K
$2.48M0.23% 34,056
+2,858
+9%
+$208K
$2.48M0.23% 12,760
+4
+0%
+$776
$2.46M0.23% 9,153
+127
+1%
+$34.2K
$2.43M0.23% 40,875
+1
+0%
+$60
$2.41M0.23% 18,227
-98
-0.5%
-$13K
$2.41M0.22% 12,038
+273
+2%
+$54.6K
$2.35M0.22% 63,633
-2,064
-3%
-$76.2K
$2.31M0.22% 26,305
+673
+3%
+$59.2K
$2.31M0.22% 29,487
+1,509
+5%
+$118K
$2.28M0.21% 10,426
+404
+4%
+$88.4K
$2.28M0.21% 34,911
+85
+0.2%
+$5.55K
$2.26M0.21% 8,712
+316
+4%
+$81.9K
$2.23M0.21% 6,022
+382
+7%
+$142K
$2.23M0.21% 20,024
-260
-1%
-$28.9K
$2.21M0.21% 4,350
-237
-5%
-$120K
$2.18M0.2% 63,652––
$2.14M0.2% 44,550
+1,718
+4%
+$82.5K
1 3456743