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
26
$3.81M 0.85%
166,861
+124
27
$3.81M 0.85%
172,827
+10,842
28
$3.67M 0.82%
34,639
-400
29
$3.6M 0.81%
12,716
+68
30
$3.57M 0.8%
164,194
+2,118
31
$3.37M 0.75%
11,440
-368
32
$3.29M 0.74%
154,182
+1,334
33
$3.22M 0.72%
7,948
+984
34
$3.19M 0.71%
26,689
-175
35
$3.16M 0.71%
70,713
-271
36
$3.14M 0.7%
141,221
+12,030
37
$3.13M 0.7%
70,053
-1,530
38
$3.13M 0.7%
50,270
+3,420
39
$3.1M 0.69%
17,356
+736
40
$3.06M 0.69%
33,419
+2,356
41
$3.06M 0.68%
21,794
-207
42
$3.02M 0.67%
30,892
-195
43
$2.99M 0.67%
138,910
+967
44
$2.98M 0.67%
19,951
+147
45
$2.95M 0.66%
22,272
-862
46
$2.74M 0.61%
70,361
+730
47
$2.66M 0.59%
115,744
+1,063
48
$2.64M 0.59%
108,505
-1,145
49
$2.64M 0.59%
121,162
+2,773
50
$2.6M 0.58%
47,016
-546
1
2
3 4 5