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 (+0.1%)
Cap. Flow
+$7.77M
Cap. Flow % of AUM
0.72%
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 | |
|---|---|---|---|---|---|---|---|
| $836K | 0.08% | 2,422 | – | – | |||
| $832K | 0.08% | 9,416 | – | – | |||
| $810K | 0.08% | 35,665 -6,372 | -15% | -$145K | |||
| $785K | 0.07% | 9,825 | – | – | |||
| $783K | 0.07% | 7,026 -500 | -7% | -$55.7K | |||
| $783K | 0.07% | 1,615 +209 | +15% | +$101K | |||
| $783K | 0.07% | 8,893 -390 | -4% | -$34.3K | |||
| $781K | 0.07% | 1,526 +23 | +2% | +$11.8K | |||
| $775K | 0.07% | 3,745 | – | – | |||
| $771K | 0.07% | 7,645 -493 | -6% | -$49.7K | |||
| $768K | 0.07% | 26,244 +8 | +0% | +$234 | |||
| $761K | 0.07% | 12,682 -110 | -0.9% | -$6.6K | |||
| $759K | 0.07% | 1,196 +191 | +19% | +$121K | |||
| $758K | 0.07% | 12,431 -2,055 | -14% | -$125K | |||
| $750K | 0.07% | 20,540 | – | – | |||
| $744K | 0.07% | 8,100 -100 | -1% | -$9.19K | |||
| $739K | 0.07% | 14,828 +3 | +0% | +$149 | |||
| $731K | 0.07% | 32,424 | – | – | |||
| $731K | 0.07% | 5,175 -100 | -2% | -$14.1K | |||
| $728K | 0.07% | 769 -10 | -1% | -$9.47K | |||
| $724K | 0.07% | 21,164 +701 | +3% | +$24K | |||
| $721K | 0.07% | 3,869 -34 | -0.9% | -$6.34K | |||
| $714K | 0.07% | 1,977 | – | – | |||
| $713K | 0.07% | 12,594 -298 | -2% | -$16.9K | |||
| $708K | 0.07% | 10,457 -1,446 | -12% | -$98K |
