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
651
$8.99K ﹤0.01%
250
652
$8.58K ﹤0.01%
500
653
$8.54K ﹤0.01%
400
654
$7.99K ﹤0.01%
146
655
$7.99K ﹤0.01%
375
656
$7.96K ﹤0.01%
350
657
$7.76K ﹤0.01%
276
-88
658
$7.67K ﹤0.01%
75
659
$7.61K ﹤0.01%
600
660
$7.6K ﹤0.01%
250
-250
661
$7.53K ﹤0.01%
700
-1,265
662
$7.38K ﹤0.01%
150
663
$7.19K ﹤0.01%
100
664
$7.14K ﹤0.01%
124
-106
665
$7.09K ﹤0.01%
138
666
$7.07K ﹤0.01%
600
667
$7.03K ﹤0.01%
200
668
$6.92K ﹤0.01%
184
669
$6.71K ﹤0.01%
+600
670
$6.6K ﹤0.01%
500
671
$6.53K ﹤0.01%
171
-102
672
$6.53K ﹤0.01%
200
673
$6.51K ﹤0.01%
50
674
$6.41K ﹤0.01%
325
-250
675
$6.41K ﹤0.01%
350
-1,000
25 26
27
28 29