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
801
$1.76K ﹤0.01%
+358
802
$1.73K ﹤0.01%
27
803
$1.66K ﹤0.01%
50
804
$1.6K ﹤0.01%
33
805
$1.59K ﹤0.01%
100
806
$1.58K ﹤0.01%
50
807
$1.58K ﹤0.01%
50
808
$1.57K ﹤0.01%
66
-106
809
$1.54K ﹤0.01%
46
-40
810
$1.49K ﹤0.01%
41
811
$1.45K ﹤0.01%
+56
812
$1.4K ﹤0.01%
40
813
$1.38K ﹤0.01%
54
-1
814
$1.38K ﹤0.01%
100
815
$1.37K ﹤0.01%
9
816
$1.36K ﹤0.01%
80
-120
817
$1.35K ﹤0.01%
46
818
$1.27K ﹤0.01%
+250
819
$1.27K ﹤0.01%
80
820
$1.24K ﹤0.01%
62
821
$1.23K ﹤0.01%
100
-250
822
$1.22K ﹤0.01%
10
823
$1.19K ﹤0.01%
16
824
$1.16K ﹤0.01%
+83
825
$1.15K ﹤0.01%
41
31 32
33
34 35