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
576
$16.2K ﹤0.01%
90
-230
577
$16K ﹤0.01%
250
-250
578
$16K ﹤0.01%
114
579
$15.8K ﹤0.01%
522
-33
580
$15.7K ﹤0.01%
150
581
$15.4K ﹤0.01%
300
582
$15.4K ﹤0.01%
400
-190
583
$15.1K ﹤0.01%
364
584
$15.1K ﹤0.01%
214
585
$14.9K ﹤0.01%
300
586
$14.7K ﹤0.01%
429
+139
587
$14.4K ﹤0.01%
1,900
-300
588
$14.3K ﹤0.01%
100
589
$14.2K ﹤0.01%
500
590
$14.2K ﹤0.01%
562
-7,586
591
$14.2K ﹤0.01%
777
592
$14.1K ﹤0.01%
81
+24
593
$14K ﹤0.01%
200
594
$14K ﹤0.01%
100
595
$13.6K ﹤0.01%
5,293
596
$13.5K ﹤0.01%
107
597
$13.5K ﹤0.01%
+1,000
598
$13.4K ﹤0.01%
300
599
$13.1K ﹤0.01%
200
600
$13.1K ﹤0.01%
153
22 23
24
25 26