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
701
$5.28K ﹤0.01%
150
702
$5.24K ﹤0.01%
+23
703
$5.2K ﹤0.01%
50
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704
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705
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500
706
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3,800
707
$5.03K ﹤0.01%
+47
708
$4.93K ﹤0.01%
92
709
$4.92K ﹤0.01%
+226
710
$4.9K ﹤0.01%
97
711
$4.9K ﹤0.01%
350
712
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713
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54
714
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500
715
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200
716
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250
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400
719
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45
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400
721
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375
722
$4.33K ﹤0.01%
408
723
$4.24K ﹤0.01%
113
+2
724
$4.23K ﹤0.01%
366
725
$4.21K ﹤0.01%
120