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
526
$24.6K 0.01%
1,000
527
$24.2K 0.01%
200
-65
528
$24.1K 0.01%
125
529
$24K 0.01%
+590
530
$23.4K 0.01%
732
531
$23.3K 0.01%
353
+63
532
$23.2K 0.01%
908
533
$23.1K 0.01%
+2,570
534
$23K 0.01%
+270
535
$22.9K 0.01%
312
-2,049
536
$22.9K 0.01%
426
537
$22.8K 0.01%
325
538
$22.6K 0.01%
500
+400
539
$22.5K 0.01%
650
540
$22.3K 0.01%
300
541
$22.2K 0.01%
325
-575
542
$22.1K 0.01%
795
543
$21.9K ﹤0.01%
45
544
$21.1K ﹤0.01%
500
-500
545
$20.9K ﹤0.01%
183
546
$20.7K ﹤0.01%
305
547
$20.6K ﹤0.01%
207
548
$20.6K ﹤0.01%
2,000
549
$20.5K ﹤0.01%
1,680
550
$20.5K ﹤0.01%
246
20 21
22
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