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
851
$516 ﹤0.01%
44
-66
852
$501 ﹤0.01%
+8
853
$475 ﹤0.01%
79
854
$414 ﹤0.01%
60
-98
855
$362 ﹤0.01%
13
856
$361 ﹤0.01%
13
857
$357 ﹤0.01%
8
858
$312 ﹤0.01%
50
859
$309 ﹤0.01%
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860
$293 ﹤0.01%
20
861
$283 ﹤0.01%
+100
862
$231 ﹤0.01%
+2
863
$198 ﹤0.01%
20
864
$185 ﹤0.01%
4
865
$165 ﹤0.01%
+3
866
$163 ﹤0.01%
5
867
$150 ﹤0.01%
27
+10
868
$106 ﹤0.01%
+1
869
$103 ﹤0.01%
+2
870
$100 ﹤0.01%
+1
871
$80 ﹤0.01%
4
872
$80 ﹤0.01%
+2
873
$78 ﹤0.01%
+1
874
$63 ﹤0.01%
2
875
$58 ﹤0.01%
+1
33 34
35
36 37