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
451
$43.7K 0.01%
320
+50
452
$43.6K 0.01%
500
-50
453
$42.7K 0.01%
2,010
-110
454
$42.2K 0.01%
267
455
$42K 0.01%
1,265
-710
456
$42K 0.01%
672
457
$41.9K 0.01%
317
+100
458
$41.8K 0.01%
1,480
-150
459
$41.5K 0.01%
1,153
-125
460
$41.5K 0.01%
380
+2
461
$41.5K 0.01%
2,700
+1,200
462
$41K 0.01%
1,121
463
$40.9K 0.01%
1,600
-200
464
$40.5K 0.01%
343
-45
465
$40.3K 0.01%
248
466
$40K 0.01%
3,289
-157
467
$39.8K 0.01%
365
-165
468
$39K 0.01%
2,050
-1,000
469
$38.8K 0.01%
1,350
-300
470
$38.4K 0.01%
962
+845
471
$38K 0.01%
1,529
-272
472
$37.6K 0.01%
750
473
$37.1K 0.01%
175
-180
474
$37K 0.01%
346
475
$36.4K 0.01%
1,162
-321
17 18
19
20 21