AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+7.19%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$1.14B
AUM Growth
+$67.6M
(+6.3%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
1,077
New
36
Increased
227
Reduced
245
Closed
31
Top Buys
| 1 |
First Citizens BancShares
FCNCA
|
$8.97M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$3.84M |
| 3 |
Intuitive Surgical
ISRG
|
$2.53M |
| 4 |
Tractor Supply
TSCO
|
$1.97M |
| 5 |
UnitedHealth
UNH
|
$1.42M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.79M |
| 2 |
Thermo Fisher Scientific
TMO
|
$2.32M |
| 3 |
Edwards Lifesciences
EW
|
$2.29M |
| 4 |
Mercado Libre
MELI
|
$1.47M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.4M |
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Financials | 13.93% |
| 3 | Healthcare | 9.71% |
| 4 | Industrials | 7.39% |
| 5 | Communication Services | 6.53% |
