AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.45M
2
+$1.11M
3
+$487K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$381K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$361K

Top Sells

1
+$837K
2
+$389K
3
+$387K
4
BKNG icon
Booking.com
BKNG
+$361K
5
SNPS icon
Synopsys
SNPS
+$279K

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
476
$36.2K 0.01%
1,707
-95
477
$36.1K 0.01%
380
+80
478
$35.7K 0.01%
650
479
$35.7K 0.01%
416
-150
480
$35.6K 0.01%
1,000
481
$35.5K 0.01%
1,200
482
$35.4K 0.01%
2,218
-6,363
483
$35.2K 0.01%
668
484
$34.8K 0.01%
331
485
$34.2K 0.01%
1,033
-59
486
$33.8K 0.01%
197
-100
487
$33.5K 0.01%
1,005
-1,762
488
$33.4K 0.01%
285
489
$33K 0.01%
85
490
$32.8K 0.01%
722
491
$32.4K 0.01%
100
492
$32.1K 0.01%
2,891
493
$32K 0.01%
650
-100
494
$31.5K 0.01%
1,740
-99
495
$31.4K 0.01%
556
496
$31.3K 0.01%
+1,130
497
$31.1K 0.01%
3,682
498
$30.9K 0.01%
+740
499
$30K 0.01%
550
-65
500
$29.9K 0.01%
937
+100
18 19
20
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