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
351
$96.5K 0.02%
1,076
352
$95.2K 0.02%
2,600
353
$93.4K 0.02%
890
354
$93.2K 0.02%
1,065
355
$93.2K 0.02%
625
-100
356
$92.8K 0.02%
2,750
357
$92.4K 0.02%
3,267
358
$90.5K 0.02%
1,285
-135
359
$90K 0.02%
12,000
360
$89.8K 0.02%
775
361
$89.5K 0.02%
1,846
-199
362
$87.4K 0.02%
2,310
-582
363
$87.2K 0.02%
4,742
-4,374
364
$86.5K 0.02%
318
365
$85.7K 0.02%
2,090
+50
366
$84.9K 0.02%
1,979
-54
367
$84.8K 0.02%
911
368
$83.8K 0.02%
1,394
-100
369
$83.6K 0.02%
270
370
$83.6K 0.02%
1,755
+1
371
$83.5K 0.02%
4,788
372
$81.7K 0.02%
2,150
-50
373
$81.5K 0.02%
2,069
-42
374
$81.4K 0.02%
5,700
375
$81.4K 0.02%
1,558
-25
13 14
15
16 17