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
526
$24.7K 0.01%
340
527
$24.6K 0.01%
1,000
528
$24.2K 0.01%
200
-65
529
$24.1K 0.01%
125
530
$24K 0.01%
+590
531
$23.4K 0.01%
732
532
$23.3K 0.01%
353
+63
533
$23.2K 0.01%
908
534
$23.1K 0.01%
+2,570
535
$23K 0.01%
+270
536
$22.9K 0.01%
312
-2,049
537
$22.9K 0.01%
426
538
$22.8K 0.01%
325
539
$22.6K 0.01%
500
+400
540
$22.5K 0.01%
650
541
$22.3K 0.01%
300
542
$22.2K 0.01%
325
-575
543
$22.1K 0.01%
795
544
$21.9K ﹤0.01%
226
545
$21.1K ﹤0.01%
500
-500
546
$20.9K ﹤0.01%
183
547
$20.7K ﹤0.01%
305
548
$20.6K ﹤0.01%
207
549
$20.6K ﹤0.01%
2,000
550
$20.5K ﹤0.01%
840
20 21
22
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