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
751
$3.05K ﹤0.01%
60
752
$2.94K ﹤0.01%
+40
753
$2.9K ﹤0.01%
+10
754
$2.9K ﹤0.01%
102
755
$2.85K ﹤0.01%
1,020
756
$2.8K ﹤0.01%
25
757
$2.77K ﹤0.01%
48
-76
758
$2.76K ﹤0.01%
103
-2
759
$2.72K ﹤0.01%
138
760
$2.68K ﹤0.01%
77
-26
761
$2.63K ﹤0.01%
110
-120
762
$2.61K ﹤0.01%
800
763
$2.6K ﹤0.01%
145
764
$2.59K ﹤0.01%
100
765
$2.59K ﹤0.01%
80
766
$2.56K ﹤0.01%
400
767
$2.51K ﹤0.01%
85
768
$2.48K ﹤0.01%
20
769
$2.45K ﹤0.01%
35
770
$2.38K ﹤0.01%
142
771
$2.34K ﹤0.01%
22
-74
772
$2.33K ﹤0.01%
12
773
$2.32K ﹤0.01%
100
774
$2.27K ﹤0.01%
200
-900
775
$2.26K ﹤0.01%
50
29 30
31
32 33