Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ANCHOR INVESTMENT MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 1042 | 954,078,062 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | 251 | $484,546 | 4,134 | 0.00 | 4,134 | +Inf | 03-31-2024 | |
| ENTEGRIS INC COM | Stock | 252 | $477,274 | 3,396 | 0.00 | 3,396 | +Inf | 03-31-2024 | |
| CHUBB LIMITED COM | Stock | 253 | $471,876 | 1,821 | 0.00 | 1,821 | +Inf | 03-31-2024 | |
| DOLLAR TREE INC COM | Stock | 254 | $467,756 | 3,513 | 0.00 | 3,513 | +Inf | 03-31-2024 |
