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
126
$866K 0.19%
544
-237
127
$854K 0.19%
8,966
-340
128
$851K 0.19%
8,373
-1,497
129
$848K 0.19%
15,459
-300
130
$838K 0.19%
15,296
131
$826K 0.18%
9,455
-175
132
$824K 0.18%
3,000
133
$821K 0.18%
6,422
-70
134
$803K 0.18%
2,201
+20
135
$798K 0.18%
48,127
136
$797K 0.18%
10,674
137
$796K 0.18%
6,637
+50
138
$768K 0.17%
13,521
-234
139
$740K 0.17%
18,534
+51
140
$735K 0.16%
12,157
-250
141
$722K 0.16%
70,592
-2,875
142
$717K 0.16%
14,031
-3,725
143
$703K 0.16%
2,913
-45
144
$691K 0.15%
25,175
-50
145
$685K 0.15%
5,570
-460
146
$678K 0.15%
5,269
-167
147
$672K 0.15%
3,129
-92
148
$647K 0.14%
4,220
149
$633K 0.14%
2,058
-25
150
$625K 0.14%
15,927
-192
4 5
6
7 8