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
401
$63K 0.01%
493
402
$62.8K 0.01%
1,253
403
$62.6K 0.01%
2,519
-60
404
$61.5K 0.01%
3,100
405
$61.2K 0.01%
4,008
406
$60.8K 0.01%
956
407
$60.7K 0.01%
2,177
-173
408
$60.5K 0.01%
950
-1,848
409
$60.4K 0.01%
280
-260
410
$60.1K 0.01%
2,579
+3
411
$59.9K 0.01%
300
412
$59.7K 0.01%
1,500
413
$59.4K 0.01%
355
414
$59.4K 0.01%
2,413
415
$58.2K 0.01%
2,111
-98
416
$57.5K 0.01%
919
417
$57.5K 0.01%
977
418
$56.5K 0.01%
650
419
$56.5K 0.01%
1,100
420
$55.9K 0.01%
1,847
+543
421
$54.5K 0.01%
709
+45
422
$54.5K 0.01%
1,572
423
$54.3K 0.01%
1,000
424
$54K 0.01%
1,320
-100
425
$53.6K 0.01%
3,937
15 16
17
18 19