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
576
$16.5K ﹤0.01%
11,000
-9,900
577
$16.2K ﹤0.01%
90
-230
578
$16K ﹤0.01%
250
-250
579
$16K ﹤0.01%
114
580
$15.8K ﹤0.01%
522
-33
581
$15.7K ﹤0.01%
150
582
$15.4K ﹤0.01%
300
583
$15.4K ﹤0.01%
400
-190
584
$15.1K ﹤0.01%
364
585
$15.1K ﹤0.01%
214
586
$14.9K ﹤0.01%
300
587
$14.7K ﹤0.01%
429
+139
588
$14.4K ﹤0.01%
1,900
-300
589
$14.3K ﹤0.01%
100
590
$14.2K ﹤0.01%
500
591
$14.2K ﹤0.01%
562
-7,586
592
$14.2K ﹤0.01%
777
593
$14.1K ﹤0.01%
81
+24
594
$14K ﹤0.01%
200
595
$14K ﹤0.01%
100
596
$13.6K ﹤0.01%
5,293
597
$13.5K ﹤0.01%
107
598
$13.5K ﹤0.01%
+1,000
599
$13.4K ﹤0.01%
300
600
$13.1K ﹤0.01%
200
22 23
24
25 26