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
326
$117K 0.03%
4,409
+747
327
$114K 0.03%
12,040
+4,040
328
$114K 0.03%
8,210
-1,037
329
$114K 0.03%
1,165
330
$113K 0.03%
1,348
-95
331
$113K 0.03%
6,000
332
$112K 0.03%
5,500
333
$112K 0.03%
8,832
+4,088
334
$111K 0.02%
5,200
335
$111K 0.02%
4,050
336
$109K 0.02%
3,856
-961
337
$108K 0.02%
2,779
+3
338
$108K 0.02%
2,239
-262
339
$107K 0.02%
2,485
340
$107K 0.02%
1,236
341
$107K 0.02%
4,607
-749
342
$106K 0.02%
2,335
343
$105K 0.02%
10,780
344
$105K 0.02%
1,455
+405
345
$103K 0.02%
499
-50
346
$103K 0.02%
5,050
-300
347
$102K 0.02%
3,220
+75
348
$100K 0.02%
1,000
349
$97.7K 0.02%
1,240
350
$96.9K 0.02%
10,000
12 13
14
15 16