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
751
$3.05K ﹤0.01%
232
752
$3.05K ﹤0.01%
60
753
$2.94K ﹤0.01%
+40
754
$2.9K ﹤0.01%
+10
755
$2.9K ﹤0.01%
102
756
$2.86K ﹤0.01%
35
757
$2.85K ﹤0.01%
1,020
758
$2.8K ﹤0.01%
25
759
$2.77K ﹤0.01%
48
-76
760
$2.76K ﹤0.01%
103
-2
761
$2.72K ﹤0.01%
138
762
$2.68K ﹤0.01%
77
-26
763
$2.63K ﹤0.01%
110
-120
764
$2.61K ﹤0.01%
800
765
$2.6K ﹤0.01%
145
766
$2.59K ﹤0.01%
100
767
$2.59K ﹤0.01%
80
768
$2.56K ﹤0.01%
400
769
$2.51K ﹤0.01%
85
770
$2.48K ﹤0.01%
20
771
$2.45K ﹤0.01%
35
772
$2.38K ﹤0.01%
142
773
$2.34K ﹤0.01%
22
-74
774
$2.33K ﹤0.01%
12
775
$2.32K ﹤0.01%
100
29 30
31
32 33