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
426
$51.7K 0.01%
917
427
$51.7K 0.01%
410
428
$51.3K 0.01%
850
429
$51.2K 0.01%
525
-69
430
$51.2K 0.01%
1,219
431
$51K 0.01%
1,870
-170
432
$50.8K 0.01%
3,900
433
$50.6K 0.01%
886
-46
434
$49.6K 0.01%
435
435
$48.8K 0.01%
5,050
-1,000
436
$48.8K 0.01%
400
437
$48.7K 0.01%
440
438
$48K 0.01%
900
439
$47.8K 0.01%
1,935
-325
440
$47.4K 0.01%
2,250
-500
441
$47.3K 0.01%
825
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442
$46.8K 0.01%
681
443
$46.1K 0.01%
586
444
$46K 0.01%
250
445
$46K 0.01%
1,407
-100
446
$45.8K 0.01%
438
447
$45.5K 0.01%
625
448
$45.5K 0.01%
750
449
$45.3K 0.01%
1,230
450
$45.1K 0.01%
3,007
-111
16 17
18
19 20