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
776
$2.27K ﹤0.01%
200
-900
777
$2.26K ﹤0.01%
50
778
$2.25K ﹤0.01%
21
779
$2.23K ﹤0.01%
63
780
$2.17K ﹤0.01%
52
781
$2.16K ﹤0.01%
80
782
$2.16K ﹤0.01%
35
783
$2.13K ﹤0.01%
300
-100
784
$2.1K ﹤0.01%
28
785
$2.1K ﹤0.01%
277
-1
786
$2.06K ﹤0.01%
81
787
$2.06K ﹤0.01%
13
-46
788
$2.05K ﹤0.01%
232
-2
789
$2.04K ﹤0.01%
36
790
$2.02K ﹤0.01%
105
791
$1.99K ﹤0.01%
252
792
$1.98K ﹤0.01%
+40
793
$1.94K ﹤0.01%
14
794
$1.94K ﹤0.01%
50
795
$1.91K ﹤0.01%
50
796
$1.9K ﹤0.01%
170
797
$1.89K ﹤0.01%
43
798
$1.8K ﹤0.01%
12
799
$1.78K ﹤0.01%
46
800
$1.77K ﹤0.01%
50
-25
30 31
32
33 34