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
301
$160K 0.04%
6,180
302
$159K 0.04%
6,000
-2,100
303
$158K 0.04%
3,070
-75
304
$157K 0.04%
5,071
305
$152K 0.03%
335
+12
306
$152K 0.03%
801
+30
307
$152K 0.03%
6,663
308
$150K 0.03%
12,400
+12,000
309
$149K 0.03%
2,175
-50
310
$144K 0.03%
5,160
-104
311
$144K 0.03%
767
+274
312
$142K 0.03%
5,668
-1,258
313
$142K 0.03%
3,480
314
$141K 0.03%
2,705
+1
315
$140K 0.03%
1,005
-40
316
$138K 0.03%
5,025
317
$131K 0.03%
5,623
-465
318
$131K 0.03%
2,700
319
$127K 0.03%
1,247
-75
320
$126K 0.03%
2,525
-350
321
$125K 0.03%
5,677
-746
322
$125K 0.03%
3,007
-350
323
$123K 0.03%
10,961
-2,219
324
$120K 0.03%
845
-640
325
$120K 0.03%
2,050
11 12
13
14 15