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 | |
|---|---|---|---|---|---|---|---|
| $1.18M | 0.11% | 2,532 | – | – | |||
| $1.17M | 0.11% | 11,163 -2,900 | -21% | -$303K | |||
| $1.15M | 0.11% | 587 +9 | +2% | +$17.6K | |||
| $1.13M | 0.11% | 9,973 -1,250 | -11% | -$141K | |||
| $1.13M | 0.11% | 19,912 -600 | -3% | -$34K | |||
| $1.12M | 0.1% | 11,988 | – | – | |||
| $1.07M | 0.1% | 39,730 -1,418 | -3% | -$38.1K | |||
| $1.05M | 0.1% | 36,934 +76 | +0.2% | +$2.17K | |||
| $1.05M | 0.1% | 1,580 -27 | -2% | -$17.9K | |||
| $1.04M | 0.1% | 3,887 +83 | +2% | +$22.3K | |||
| $990K | 0.09% | 5,796 +134 | +2% | +$22.9K | |||
| $976K | 0.09% | 11,235 +4,000 | +55% | +$348K | |||
| $972K | 0.09% | 9,460 +1,574 | +20% | +$162K | |||
| $972K | 0.09% | 9,904 -464 | -4% | -$45.5K | |||
| $971K | 0.09% | 13,524 +17 | +0.1% | +$1.22K | |||
| $954K | 0.09% | 3,762 | – | – | |||
| $947K | 0.09% | 1,190 +35 | +3% | +$27.9K | |||
| $944K | 0.09% | 13,597 +150 | +1% | +$10.4K | |||
| $935K | 0.09% | 4,016 -50 | -1% | -$11.6K | |||
| $923K | 0.09% | 5,411 +50 | +0.9% | +$8.53K | |||
| $901K | 0.08% | 15,440 | – | – | |||
| $883K | 0.08% | 11,545 -100 | -0.9% | -$7.65K | |||
| $854K | 0.08% | 12,990 +269 | +2% | +$17.7K | |||
| $853K | 0.08% | 16,367 -747 | -4% | -$38.9K | |||
| $836K | 0.08% | 2,836 -90 | -3% | -$26.5K |
