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
$2.12M0.2% 38,425
-1,040
-3%
-$57.3K
$2.06M0.19% 13,344––
$2.02M0.19% 17,037
+607
+4%
+$71.9K
$1.99M0.19% 8,009
+27
+0.3%
+$6.71K
$1.97M0.18% 7,607
-37
-0.5%
-$9.57K
$1.96M0.18% 41,595
-1,956
-4%
-$92.4K
$1.95M0.18% 38,889
+4,600
+13%
+$231K
$1.9M0.18% 68,933
-3,650
-5%
-$101K
$1.88M0.18% 14,223
+1,109
+8%
+$146K
$1.86M0.17% 12,837
-75
-0.6%
-$10.9K
$1.86M0.17% 4,165––
$1.85M0.17% 25,042
+1,520
+6%
+$112K
$1.83M0.17% 25,262
-5,000
-17%
-$362K
$1.82M0.17% 4,235
+279
+7%
+$120K
$1.76M0.16% 8,607
+3,652
+74%
+$749K
$1.69M0.16% 7,255
+245
+4%
+$57.2K
$1.66M0.15% 5,852
+161
+3%
+$45.6K
$1.65M0.15% 17,756––
$1.64M0.15% 19,531
-429
-2%
-$36K
$1.58M0.15% 40,908
-550
-1%
-$21.3K
$1.57M0.15% 25,376
-585
-2%
-$36.1K
$1.56M0.15% 7,050
-26
-0.4%
-$5.77K
$1.5M0.14% 2,442
+54
+2%
+$33.2K
$1.47M0.14% 14,352
-18
-0.1%
-$1.84K
$1.45M0.14% 9,864
-633
-6%
-$93.2K
1 4567843