AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.13M
3
+$514K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$404K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$399K

Top Sells

1
+$998K
2
+$389K
3
+$387K
4
BKNG icon
Booking.com
BKNG
+$377K
5
SNPS icon
Synopsys
SNPS
+$329K

Sector Composition

1 Technology 14.71%
2 Healthcare 12.26%
3 Financials 11.04%
4 Industrials 7.95%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$250K 0.06%
3,144
227
$250K 0.06%
7,343
-63
228
$249K 0.06%
4,400
229
$249K 0.06%
11,166
230
$245K 0.05%
6,798
-25
231
$245K 0.05%
2,495
232
$243K 0.05%
2,958
-169
233
$237K 0.05%
4,470
-1,167
234
$237K 0.05%
4,000
235
$235K 0.05%
1,355
-65
236
$235K 0.05%
+10,565
237
$233K 0.05%
1,985
238
$232K 0.05%
6,151
-1,300
239
$232K 0.05%
4,542
+1
240
$232K 0.05%
7,004
-1,051
241
$231K 0.05%
3,424
242
$230K 0.05%
8,800
243
$229K 0.05%
18,875
244
$229K 0.05%
4,395
-200
245
$227K 0.05%
3,850
246
$225K 0.05%
2,261
-1,186
247
$224K 0.05%
1,717
248
$223K 0.05%
3,100
249
$223K 0.05%
9,811
250
$213K 0.05%
265
8 9
10
11 12