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
101
$1.13M 0.25%
7,234
-175
102
$1.12M 0.25%
6,089
-5,447
103
$1.1M 0.25%
15,752
104
$1.1M 0.25%
14,486
105
$1.09M 0.24%
9,398
+147
106
$1.08M 0.24%
12,972
-150
107
$1.07M 0.24%
14,590
+100
108
$1.06M 0.24%
3,503
+355
109
$1.05M 0.23%
39,003
-2,379
110
$1.04M 0.23%
10,954
111
$1.04M 0.23%
5,232
-100
112
$1.03M 0.23%
7,937
-81
113
$1.02M 0.23%
5,250
-1,689
114
$1.02M 0.23%
8,036
-730
115
$1.02M 0.23%
17,818
-31
116
$1.01M 0.23%
45,111
-2,886
117
$1.01M 0.23%
5,297
+569
118
$959K 0.21%
26,617
-975
119
$955K 0.21%
3,797
+47
120
$930K 0.21%
9,341
-130
121
$927K 0.21%
6,493
-180
122
$916K 0.2%
23,704
-81
123
$891K 0.2%
5,093
+18
124
$885K 0.2%
24,234
-4,549
125
$870K 0.19%
57,325
+6
3 4
5
6 7