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
801
$1.66K ﹤0.01%
50
802
$1.6K ﹤0.01%
33
803
$1.59K ﹤0.01%
100
804
$1.58K ﹤0.01%
50
805
$1.58K ﹤0.01%
50
806
$1.57K ﹤0.01%
66
-106
807
$1.54K ﹤0.01%
46
-40
808
$1.49K ﹤0.01%
41
809
$1.45K ﹤0.01%
+56
810
$1.4K ﹤0.01%
40
811
$1.38K ﹤0.01%
54
-1
812
$1.38K ﹤0.01%
100
813
$1.37K ﹤0.01%
9
814
$1.36K ﹤0.01%
80
-120
815
$1.35K ﹤0.01%
46
816
$1.27K ﹤0.01%
+250
817
$1.27K ﹤0.01%
80
818
$1.24K ﹤0.01%
62
819
$1.23K ﹤0.01%
100
-250
820
$1.22K ﹤0.01%
10
821
$1.19K ﹤0.01%
16
822
$1.16K ﹤0.01%
+83
823
$1.15K ﹤0.01%
41
824
$1.07K ﹤0.01%
+150
825
$1.03K ﹤0.01%
30
31 32
33
34 35