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
626
$11.2K ﹤0.01%
54
627
$10.9K ﹤0.01%
216
-100
628
$10.8K ﹤0.01%
140
629
$10.8K ﹤0.01%
1,000
-600
630
$10.8K ﹤0.01%
250
631
$10.7K ﹤0.01%
100
632
$10.7K ﹤0.01%
1,500
633
$10.7K ﹤0.01%
+1,000
634
$10.4K ﹤0.01%
200
635
$10.3K ﹤0.01%
55
636
$10.2K ﹤0.01%
738
-731
637
$10.1K ﹤0.01%
800
638
$10K ﹤0.01%
740
639
$9.98K ﹤0.01%
200
-377
640
$9.77K ﹤0.01%
216
641
$9.61K ﹤0.01%
371
642
$9.58K ﹤0.01%
96
+46
643
$9.48K ﹤0.01%
825
+50
644
$9.4K ﹤0.01%
180
645
$9.37K ﹤0.01%
105
646
$9.33K ﹤0.01%
100
647
$9.16K ﹤0.01%
249
-250
648
$9.12K ﹤0.01%
100
649
$9.12K ﹤0.01%
64
650
$9.08K ﹤0.01%
+663
24 25
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