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
201
$313K 0.07%
3,240
+40
202
$312K 0.07%
8,500
-310
203
$310K 0.07%
43,530
+3,030
204
$309K 0.07%
3,189
205
$309K 0.07%
5,180
+50
206
$306K 0.07%
4,600
207
$296K 0.07%
2,201
208
$295K 0.07%
4,778
209
$288K 0.06%
3,554
+131
210
$287K 0.06%
3,770
211
$285K 0.06%
7,000
-1,018
212
$285K 0.06%
5,500
213
$283K 0.06%
1,402
+10
214
$283K 0.06%
25,268
-2,399
215
$280K 0.06%
3,198
216
$278K 0.06%
2,756
-154
217
$273K 0.06%
1,562
218
$270K 0.06%
5,150
-160
219
$269K 0.06%
2,362
+12
220
$267K 0.06%
6,878
-988
221
$263K 0.06%
+4,630
222
$261K 0.06%
8,583
-610
223
$258K 0.06%
21,054
+750
224
$256K 0.06%
12,910
-4,700
225
$252K 0.06%
4,540
-200
7 8
9
10 11