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
551
$20.5K ﹤0.01%
246
552
$20.4K ﹤0.01%
386
553
$20.3K ﹤0.01%
50
554
$20K ﹤0.01%
125
555
$20K ﹤0.01%
235
556
$19.9K ﹤0.01%
630
557
$19.7K ﹤0.01%
400
558
$19.4K ﹤0.01%
2,191
559
$19.2K ﹤0.01%
100
560
$19.1K ﹤0.01%
300
561
$18.8K ﹤0.01%
1,726
562
$18.7K ﹤0.01%
370
-542
563
$18.5K ﹤0.01%
5,000
564
$18.5K ﹤0.01%
356
565
$18.3K ﹤0.01%
1,500
566
$18K ﹤0.01%
364
567
$17.9K ﹤0.01%
916
568
$17.7K ﹤0.01%
145
569
$17.6K ﹤0.01%
563
570
$17.5K ﹤0.01%
355
571
$17.2K ﹤0.01%
255
572
$17.1K ﹤0.01%
2,000
573
$17.1K ﹤0.01%
273
574
$17K ﹤0.01%
+2,000
575
$16.7K ﹤0.01%
200