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
776
$2.25K ﹤0.01%
21
777
$2.23K ﹤0.01%
63
778
$2.17K ﹤0.01%
52
779
$2.16K ﹤0.01%
80
780
$2.16K ﹤0.01%
35
781
$2.13K ﹤0.01%
300
-100
782
$2.1K ﹤0.01%
28
783
$2.1K ﹤0.01%
277
-1
784
$2.06K ﹤0.01%
81
785
$2.06K ﹤0.01%
13
-46
786
$2.05K ﹤0.01%
232
-2
787
$2.04K ﹤0.01%
36
788
$2.02K ﹤0.01%
105
789
$1.99K ﹤0.01%
252
790
$1.98K ﹤0.01%
+40
791
$1.94K ﹤0.01%
14
792
$1.94K ﹤0.01%
50
793
$1.91K ﹤0.01%
50
794
$1.9K ﹤0.01%
170
795
$1.89K ﹤0.01%
43
796
$1.8K ﹤0.01%
12
797
$1.78K ﹤0.01%
46
798
$1.77K ﹤0.01%
50
-25
799
$1.76K ﹤0.01%
+358
800
$1.73K ﹤0.01%
27
30 31
32
33 34