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
276
$186K 0.04%
10,755
+915
277
$185K 0.04%
8,131
278
$185K 0.04%
6,910
-410
279
$185K 0.04%
625
280
$185K 0.04%
7,844
-460
281
$185K 0.04%
2,000
282
$183K 0.04%
3,004
+150
283
$182K 0.04%
963
+60
284
$181K 0.04%
21,380
+70
285
$180K 0.04%
9,656
-3,095
286
$179K 0.04%
7,638
-57
287
$179K 0.04%
1,546
288
$175K 0.04%
39,854
-19,366
289
$175K 0.04%
7,526
290
$175K 0.04%
3,620
-3,550
291
$174K 0.04%
3,175
-265
292
$173K 0.04%
1,370
-100
293
$170K 0.04%
3,050
-1,475
294
$170K 0.04%
2,975
-100
295
$168K 0.04%
1,570
296
$167K 0.04%
2,691
297
$164K 0.04%
1,198
-100
298
$163K 0.04%
5,924
-69
299
$163K 0.04%
1,444
+698
300
$160K 0.04%
5,881
-1,119
10 11
12
13 14