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
676
$6.41K ﹤0.01%
350
-1,000
677
$6.36K ﹤0.01%
91
678
$6.29K ﹤0.01%
100
679
$6.26K ﹤0.01%
55
680
$6.25K ﹤0.01%
145
681
$6.25K ﹤0.01%
44
-280
682
$6.24K ﹤0.01%
+20
683
$6.21K ﹤0.01%
+116
684
$6.2K ﹤0.01%
+100
685
$6.13K ﹤0.01%
149
686
$6.12K ﹤0.01%
+600
687
$6.1K ﹤0.01%
422
688
$6.04K ﹤0.01%
120
-350
689
$5.97K ﹤0.01%
753
-400
690
$5.88K ﹤0.01%
100
-250
691
$5.82K ﹤0.01%
+244
692
$5.77K ﹤0.01%
150
693
$5.75K ﹤0.01%
350
-700
694
$5.67K ﹤0.01%
81
+1
695
$5.58K ﹤0.01%
800
696
$5.58K ﹤0.01%
99
697
$5.5K ﹤0.01%
+265
698
$5.44K ﹤0.01%
+39
699
$5.31K ﹤0.01%
125
700
$5.28K ﹤0.01%
333
-101
26 27
28
29 30