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
151
$614K 0.14%
3,106
-149
152
$603K 0.13%
3,553
-250
153
$602K 0.13%
8,747
+1
154
$599K 0.13%
10,534
-120
155
$592K 0.13%
3,157
-18
156
$578K 0.13%
49,623
+8,425
157
$559K 0.13%
17,074
158
$556K 0.12%
26,700
-9,240
159
$544K 0.12%
3,204
-54
160
$535K 0.12%
5,768
+123
161
$510K 0.11%
23,950
-4,790
162
$506K 0.11%
14,235
163
$506K 0.11%
9,100
164
$497K 0.11%
20,140
-1,974
165
$463K 0.1%
13,611
+95
166
$452K 0.1%
2,357
+79
167
$443K 0.1%
16,762
-1,054
168
$441K 0.1%
3,568
-325
169
$434K 0.1%
7,134
170
$431K 0.1%
9,033
-138
171
$430K 0.1%
7,305
+2,050
172
$429K 0.1%
9,014
-767
173
$425K 0.1%
16,587
-4,066
174
$425K 0.1%
30,705
-2,045
175
$415K 0.09%
27,395
+555
5 6
7
8 9