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
826
$1.02K ﹤0.01%
38
827
$1.01K ﹤0.01%
104
828
$1.01K ﹤0.01%
216
829
$1.01K ﹤0.01%
85
830
$984 ﹤0.01%
+38
831
$944 ﹤0.01%
+81
832
$931 ﹤0.01%
73
833
$910 ﹤0.01%
9
834
$884 ﹤0.01%
13
835
$856 ﹤0.01%
+12
836
$836 ﹤0.01%
84
837
$828 ﹤0.01%
26
838
$789 ﹤0.01%
146
839
$786 ﹤0.01%
16
840
$723 ﹤0.01%
+50
841
$711 ﹤0.01%
15
-25
842
$635 ﹤0.01%
8
843
$634 ﹤0.01%
21
844
$618 ﹤0.01%
448
845
$585 ﹤0.01%
14
846
$584 ﹤0.01%
+5
847
$541 ﹤0.01%
199
848
$532 ﹤0.01%
55
849
$516 ﹤0.01%
44
-66
850
$501 ﹤0.01%
+8
32 33
34
35 36