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
1
$18.2M 4.07%
89,445
+683
2
$17.3M 3.88%
89,764
-1,143
3
$15.9M 3.55%
192,243
+13,648
4
$9.89M 2.21%
108,400
-920
5
$7.89M 1.76%
638,496
+32,730
6
$7.25M 1.62%
29,264
+6,491
7
$7.14M 1.6%
64,073
-2,248
8
$7.05M 1.58%
117,869
+246
9
$6.61M 1.48%
47,028
+47
10
$5.87M 1.31%
83,120
+460
11
$5.77M 1.29%
34,140
-621
12
$4.95M 1.11%
54,133
-282
13
$4.94M 1.1%
11,343
+68
14
$4.88M 1.09%
17,511
+485
15
$4.81M 1.08%
48,953
+2,422
16
$4.81M 1.08%
59,197
-463
17
$4.72M 1.06%
42,455
+618
18
$4.71M 1.05%
85,412
+1,976
19
$4.68M 1.05%
153,727
-1,570
20
$4.63M 1.04%
34,261
-460
21
$4.6M 1.03%
18,364
22
$4.56M 1.02%
260,055
-27
23
$4.51M 1.01%
32,660
-1,180
24
$4.17M 0.93%
52,210
+445
25
$4.06M 0.91%
130,930
+90
1
2 3 4 5