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
701
$5.24K ﹤0.01%
+23
702
$5.2K ﹤0.01%
50
-50
703
$5.17K ﹤0.01%
100
704
$5.15K ﹤0.01%
500
705
$5.13K ﹤0.01%
3,800
706
$5.03K ﹤0.01%
+47
707
$4.93K ﹤0.01%
92
708
$4.92K ﹤0.01%
+226
709
$4.9K ﹤0.01%
97
710
$4.9K ﹤0.01%
350
711
$4.79K ﹤0.01%
48
712
$4.7K ﹤0.01%
54
713
$4.67K ﹤0.01%
500
714
$4.67K ﹤0.01%
200
715
$4.54K ﹤0.01%
118
716
$4.53K ﹤0.01%
250
717
$4.52K ﹤0.01%
400
718
$4.43K ﹤0.01%
45
719
$4.39K ﹤0.01%
400
720
$4.34K ﹤0.01%
375
721
$4.33K ﹤0.01%
408
722
$4.24K ﹤0.01%
113
+2
723
$4.23K ﹤0.01%
366
724
$4.21K ﹤0.01%
120
725
$4.2K ﹤0.01%
100
27 28
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