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
476
$36.2K 0.01%
170
477
$36.2K 0.01%
1,707
-95
478
$36.1K 0.01%
380
+80
479
$35.7K 0.01%
650
480
$35.7K 0.01%
416
-150
481
$35.6K 0.01%
1,000
482
$35.5K 0.01%
1,200
483
$35.4K 0.01%
2,218
-6,363
484
$35.2K 0.01%
668
485
$34.8K 0.01%
331
486
$34.2K 0.01%
1,033
-59
487
$33.8K 0.01%
197
-100
488
$33.5K 0.01%
1,005
-1,762
489
$33.4K 0.01%
285
490
$33K 0.01%
85
491
$32.8K 0.01%
722
492
$32.4K 0.01%
100
493
$32.1K 0.01%
2,891
494
$32K 0.01%
650
-100
495
$31.5K 0.01%
1,740
-99
496
$31.4K 0.01%
556
497
$31.3K 0.01%
+1,130
498
$31.1K 0.01%
3,682
499
$30.9K 0.01%
+740
500
$30K 0.01%
550
-65
18 19
20
21 22