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
376
$78.9K 0.02%
4,036
-736
377
$78.1K 0.02%
5,183
378
$77.7K 0.02%
776
379
$77.2K 0.02%
4,623
-285
380
$76.9K 0.02%
+6,000
381
$75.7K 0.02%
1,325
382
$75.5K 0.02%
292
383
$75.3K 0.02%
834
+174
384
$72.8K 0.02%
397
+27
385
$71.5K 0.02%
1,788
-220
386
$70.2K 0.02%
1,575
-275
387
$69.5K 0.02%
1,242
-466
388
$69.4K 0.02%
1,118
+159
389
$67.7K 0.02%
1,238
390
$67.5K 0.02%
2,900
391
$67.1K 0.02%
518
+10
392
$66.7K 0.01%
1,785
393
$66.1K 0.01%
1,370
394
$65.6K 0.01%
5,532
395
$65K 0.01%
1,000
396
$64.8K 0.01%
2,300
397
$64.1K 0.01%
1,256
398
$64.1K 0.01%
1,057
399
$63.2K 0.01%
2,447
400
$63.2K 0.01%
3,505
+7
14 15
16
17 18