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
601
$13K ﹤0.01%
405
602
$13K ﹤0.01%
200
-2,000
603
$13K ﹤0.01%
1,000
604
$12.9K ﹤0.01%
1,000
-3,100
605
$12.8K ﹤0.01%
1,000
606
$12.8K ﹤0.01%
1,000
607
$12.7K ﹤0.01%
298
608
$12.5K ﹤0.01%
670
-210
609
$12.4K ﹤0.01%
1,000
610
$12.2K ﹤0.01%
740
611
$12.2K ﹤0.01%
+1,950
612
$12.2K ﹤0.01%
115
613
$12.1K ﹤0.01%
241
614
$12.1K ﹤0.01%
900
615
$12K ﹤0.01%
776
-600
616
$12K ﹤0.01%
50
617
$11.9K ﹤0.01%
135
-50
618
$11.9K ﹤0.01%
532
619
$11.8K ﹤0.01%
650
620
$11.7K ﹤0.01%
115
621
$11.7K ﹤0.01%
136
622
$11.7K ﹤0.01%
300
-203
623
$11.7K ﹤0.01%
95
624
$11.5K ﹤0.01%
800
625
$11.4K ﹤0.01%
207
23 24
25
26 27