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
76
$1.68M 0.38%
23,700
+40
77
$1.67M 0.37%
11,206
-50
78
$1.66M 0.37%
27,584
79
$1.64M 0.37%
6,968
+125
80
$1.6M 0.36%
10,213
-60
81
$1.59M 0.36%
5,169
+97
82
$1.59M 0.36%
9,141
-283
83
$1.58M 0.35%
22,928
-511
84
$1.56M 0.35%
95,268
-568
85
$1.54M 0.34%
16,894
-225
86
$1.52M 0.34%
39,234
-179
87
$1.43M 0.32%
60,061
-3,279
88
$1.39M 0.31%
4,233
-100
89
$1.36M 0.31%
18,526
-1,019
90
$1.33M 0.3%
14,251
-115
91
$1.32M 0.3%
46,995
-75
92
$1.31M 0.29%
3,384
-33
93
$1.29M 0.29%
14,466
-806
94
$1.29M 0.29%
48,890
-345
95
$1.29M 0.29%
8,831
+38
96
$1.26M 0.28%
48,825
+447
97
$1.26M 0.28%
53,135
-2,165
98
$1.26M 0.28%
29,659
-3,236
99
$1.25M 0.28%
36,558
-4,567
100
$1.14M 0.26%
18,516
-3,090
2 3
4
5 6