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
176
$412K 0.09%
9,815
-2,316
177
$403K 0.09%
2,406
178
$398K 0.09%
21,904
-2,376
179
$392K 0.09%
2,123
-100
180
$387K 0.09%
1,657
+10
181
$384K 0.09%
705
-50
182
$382K 0.09%
2,702
183
$373K 0.08%
4,747
-76
184
$371K 0.08%
4,546
-50
185
$367K 0.08%
14,000
-1,775
186
$366K 0.08%
1,393
-81
187
$366K 0.08%
13,250
188
$366K 0.08%
324
+95
189
$354K 0.08%
8,935
-465
190
$350K 0.08%
2,008
+20
191
$345K 0.08%
9,238
-1,545
192
$343K 0.08%
4,330
-110
193
$337K 0.08%
9,948
+39
194
$333K 0.07%
7,137
-2,263
195
$331K 0.07%
16,104
-400
196
$325K 0.07%
7,684
197
$325K 0.07%
4,514
-360
198
$322K 0.07%
21,618
-610
199
$314K 0.07%
3,429
+183
200
$314K 0.07%
1,430
-900
6 7
8
9 10