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
501
$29.9K 0.01%
937
+100
502
$29.7K 0.01%
1,084
503
$29.6K 0.01%
200
504
$29.4K 0.01%
4,810
-150
505
$29.4K 0.01%
110
506
$29.3K 0.01%
333
507
$28.4K 0.01%
2,091
-124
508
$28.1K 0.01%
85
509
$28K 0.01%
1,456
-84
510
$27.9K 0.01%
314
-100
511
$27.8K 0.01%
2,000
512
$27.7K 0.01%
1,000
513
$27.1K 0.01%
448
514
$26.8K 0.01%
800
515
$26.4K 0.01%
500
516
$26K 0.01%
37
-155
517
$25.9K 0.01%
626
518
$25.8K 0.01%
+300
519
$25.7K 0.01%
1,673
-856
520
$25.7K 0.01%
376
-25
521
$25.6K 0.01%
179
522
$25.5K 0.01%
500
523
$25.3K 0.01%
155
524
$25.3K 0.01%
1,876
-111
525
$24.8K 0.01%
125