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
626
$11.4K ﹤0.01%
207
627
$11.2K ﹤0.01%
54
628
$10.9K ﹤0.01%
216
-100
629
$10.8K ﹤0.01%
140
630
$10.8K ﹤0.01%
1,000
-600
631
$10.8K ﹤0.01%
250
632
$10.7K ﹤0.01%
100
633
$10.7K ﹤0.01%
1,500
634
$10.7K ﹤0.01%
+1,000
635
$10.4K ﹤0.01%
200
636
$10.3K ﹤0.01%
55
637
$10.2K ﹤0.01%
738
-731
638
$10.1K ﹤0.01%
800
639
$10K ﹤0.01%
740
640
$9.98K ﹤0.01%
200
-377
641
$9.77K ﹤0.01%
216
642
$9.61K ﹤0.01%
371
643
$9.58K ﹤0.01%
96
+46
644
$9.48K ﹤0.01%
825
+50
645
$9.4K ﹤0.01%
180
646
$9.37K ﹤0.01%
105
647
$9.33K ﹤0.01%
100
648
$9.16K ﹤0.01%
249
-250
649
$9.12K ﹤0.01%
100
650
$9.12K ﹤0.01%
64
24 25
26
27 28