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
$1.18M0.11% 2,532––
$1.17M0.11% 11,163
-2,900
-21%
-$303K
$1.15M0.11% 587
+9
+2%
+$17.6K
$1.13M0.11% 9,973
-1,250
-11%
-$141K
$1.13M0.11% 19,912
-600
-3%
-$34K
$1.12M0.1% 11,988––
$1.07M0.1% 39,730
-1,418
-3%
-$38.1K
$1.05M0.1% 36,934
+76
+0.2%
+$2.17K
$1.05M0.1% 1,580
-27
-2%
-$17.9K
$1.04M0.1% 3,887
+83
+2%
+$22.3K
$990K0.09% 5,796
+134
+2%
+$22.9K
$976K0.09% 11,235
+4,000
+55%
+$348K
$972K0.09% 9,460
+1,574
+20%
+$162K
$972K0.09% 9,904
-464
-4%
-$45.5K
$971K0.09% 13,524
+17
+0.1%
+$1.22K
$954K0.09% 3,762––
$947K0.09% 1,190
+35
+3%
+$27.9K
$944K0.09% 13,597
+150
+1%
+$10.4K
$935K0.09% 4,016
-50
-1%
-$11.6K
$923K0.09% 5,411
+50
+0.9%
+$8.53K
$901K0.08% 15,440––
$883K0.08% 11,545
-100
-0.9%
-$7.65K
$854K0.08% 12,990
+269
+2%
+$17.7K
$853K0.08% 16,367
-747
-4%
-$38.9K
$836K0.08% 2,836
-90
-3%
-$26.5K
1 67891043