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
726
$4.2K ﹤0.01%
100
727
$4.13K ﹤0.01%
506
728
$4.13K ﹤0.01%
+36
729
$4.12K ﹤0.01%
114
-186
730
$4.11K ﹤0.01%
45
-30
731
$4.11K ﹤0.01%
500
732
$4.08K ﹤0.01%
66
733
$4.05K ﹤0.01%
+130
734
$3.96K ﹤0.01%
100
735
$3.94K ﹤0.01%
200
736
$3.94K ﹤0.01%
327
+3
737
$3.78K ﹤0.01%
+110
738
$3.65K ﹤0.01%
40
739
$3.63K ﹤0.01%
86
740
$3.61K ﹤0.01%
58
741
$3.61K ﹤0.01%
174
-700
742
$3.53K ﹤0.01%
250
743
$3.41K ﹤0.01%
+600
744
$3.39K ﹤0.01%
57
745
$3.39K ﹤0.01%
37
746
$3.33K ﹤0.01%
335
+185
747
$3.29K ﹤0.01%
80
748
$3.21K ﹤0.01%
320
749
$3.19K ﹤0.01%
525
750
$3.08K ﹤0.01%
200
28 29
30
31 32