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
51
$2.51M 0.56%
34,056
-601
52
$2.51M 0.56%
108,006
-1,200
53
$2.49M 0.56%
12,947
+159
54
$2.46M 0.55%
47,354
+361
55
$2.44M 0.55%
6,737
-55
56
$2.4M 0.54%
79,940
+5,976
57
$2.34M 0.52%
50,155
-323
58
$2.28M 0.51%
60,648
-3,445
59
$2.26M 0.5%
12,851
-930
60
$2.18M 0.49%
13,277
61
$2.14M 0.48%
11,861
-140
62
$2.11M 0.47%
7,123
-510
63
$2.09M 0.47%
32,120
-516
64
$2.06M 0.46%
40,270
65
$2.01M 0.45%
24,533
+80
66
$1.94M 0.43%
91,475
+1,163
67
$1.92M 0.43%
29,096
-512
68
$1.92M 0.43%
22,274
-728
69
$1.87M 0.42%
11,428
+1
70
$1.85M 0.41%
19,708
+24
71
$1.8M 0.4%
9,011
+111
72
$1.8M 0.4%
40,776
+240
73
$1.75M 0.39%
33,549
+9,834
74
$1.72M 0.38%
8,931
+30
75
$1.69M 0.38%
7,459
-352
1 2
3
4 5