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
601
$13.1K ﹤0.01%
153
602
$13K ﹤0.01%
405
603
$13K ﹤0.01%
200
-2,000
604
$13K ﹤0.01%
1,000
605
$12.9K ﹤0.01%
1,000
-3,100
606
$12.8K ﹤0.01%
1,000
607
$12.8K ﹤0.01%
1,000
608
$12.7K ﹤0.01%
225
609
$12.5K ﹤0.01%
670
-210
610
$12.4K ﹤0.01%
1,000
611
$12.2K ﹤0.01%
740
612
$12.2K ﹤0.01%
+1,950
613
$12.2K ﹤0.01%
115
614
$12.1K ﹤0.01%
241
615
$12.1K ﹤0.01%
900
616
$12K ﹤0.01%
776
-600
617
$12K ﹤0.01%
50
618
$11.9K ﹤0.01%
135
-50
619
$11.9K ﹤0.01%
532
620
$11.8K ﹤0.01%
650
621
$11.7K ﹤0.01%
115
622
$11.7K ﹤0.01%
136
623
$11.7K ﹤0.01%
300
-203
624
$11.7K ﹤0.01%
95
625
$11.5K ﹤0.01%
800
23 24
25
26 27