AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+17.64%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$447M
AUM Growth
+$59.5M
(+15%)
Cap. Flow
-$3.08M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
23.07%
Holding
916
New
54
Increased
123
Reduced
294
Closed
35
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.61M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.13M |
| 3 |
Sonoco
SON
|
+$514K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$404K |
| 5 |
First Citizens BancShares
FCNCA
|
+$399K |
Top Sells
| 1 |
Boeing
BA
|
+$998K |
| 2 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$389K |
| 3 |
Ingles Markets
IMKTA
|
+$387K |
| 4 |
Booking.com
BKNG
|
+$377K |
| 5 |
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% |
