AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$1.61M
2
+$1.13M
3
+$514K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$404K
5
FCNCA icon
First Citizens BancShares
FCNCA
+$399K

Top Sells

1
+$998K
2
+$389K
3
+$387K
4
BKNG icon
Booking.com
BKNG
+$377K
5
SNPS icon
Synopsys
SNPS
+$329K

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
876
$29 ﹤0.01%
+1
877
$25 ﹤0.01%
2
878
$23 ﹤0.01%
2
879
$22 ﹤0.01%
3
880
$14 ﹤0.01%
1
881
– –
-350
882
– –
-1,700
883
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-100
884
– –
-263
885
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-12
886
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-188
887
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-50
888
– –
-155
889
– –
-3,100
890
– –
-50
891
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-48
892
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-10
893
– –
-10,711
894
– –
-106
895
– –
-3,500
896
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-100
897
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-260
898
– –
-72
899
– –
-325
900
– –
-200
33 34 35
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