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
251
$213K 0.05%
1,721
252
$213K 0.05%
1,525
253
$212K 0.05%
11,275
-475
254
$211K 0.05%
1,345
-485
255
$209K 0.05%
2,070
256
$207K 0.05%
414
+38
257
$207K 0.05%
3,184
-301
258
$205K 0.05%
4,662
-386
259
$205K 0.05%
9,779
-2,342
260
$205K 0.05%
1,370
-12
261
$204K 0.05%
2,481
+847
262
$204K 0.05%
+1,068
263
$203K 0.05%
1,513
264
$202K 0.05%
2,894
265
$201K 0.04%
2,599
+464
266
$196K 0.04%
1,358
-200
267
$196K 0.04%
2,258
-175
268
$195K 0.04%
7,800
269
$192K 0.04%
8,023
270
$192K 0.04%
1,000
271
$190K 0.04%
8,118
-400
272
$189K 0.04%
6,078
273
$189K 0.04%
7,931
274
$187K 0.04%
2,322
+5
275
$187K 0.04%
1,394
-56
9 10
11
12 13