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
501
$29.7K 0.01%
1,084
502
$29.6K 0.01%
200
503
$29.4K 0.01%
4,810
-150
504
$29.4K 0.01%
110
505
$29.3K 0.01%
333
506
$28.4K 0.01%
2,091
-124
507
$28.1K 0.01%
85
508
$28K 0.01%
1,456
-84
509
$27.9K 0.01%
314
-100
510
$27.8K 0.01%
2,000
511
$27.7K 0.01%
1,000
512
$27.1K 0.01%
448
513
$26.8K 0.01%
800
514
$26.4K 0.01%
500
515
$26K 0.01%
37
-155
516
$25.9K 0.01%
626
517
$25.8K 0.01%
+300
518
$25.7K 0.01%
1,673
-856
519
$25.7K 0.01%
376
-25
520
$25.6K 0.01%
179
521
$25.5K 0.01%
500
522
$25.3K 0.01%
155
523
$25.3K 0.01%
1,876
-111
524
$24.8K 0.01%
125
525
$24.7K 0.01%
340
19 20
21
22 23