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
826
$1.07K ﹤0.01%
+150
827
$1.03K ﹤0.01%
30
828
$1.02K ﹤0.01%
38
829
$1.01K ﹤0.01%
104
830
$1.01K ﹤0.01%
216
831
$1.01K ﹤0.01%
85
832
$984 ﹤0.01%
+38
833
$944 ﹤0.01%
+81
834
$931 ﹤0.01%
73
835
$910 ﹤0.01%
9
836
$884 ﹤0.01%
13
837
$856 ﹤0.01%
+12
838
$836 ﹤0.01%
84
839
$828 ﹤0.01%
26
840
$789 ﹤0.01%
146
841
$786 ﹤0.01%
16
842
$723 ﹤0.01%
+50
843
$711 ﹤0.01%
15
-25
844
$635 ﹤0.01%
8
845
$634 ﹤0.01%
21
846
$618 ﹤0.01%
448
847
$585 ﹤0.01%
14
848
$584 ﹤0.01%
+5
849
$541 ﹤0.01%
199
850
$532 ﹤0.01%
55
32 33
34
35 36