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
$1.23B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$2.65M
3
+$1.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.69M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.58M

Top Sells

1
+$9.38M
2
+$3.83M
3
+$3.44M
4
XOM icon
Exxon Mobil
XOM
+$2.04M
5
MDT icon
Medtronic
MDT
+$1.59M

Sector Composition

1 Technology 15.81%
2 Financials 13.84%
3 Healthcare 10.24%
4 Communication Services 7.49%
5 Industrials 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTON icon
1026
Peloton Interactive
PTON
$1.6B
$400 ﹤0.01%
65
NVCR icon
1027
NovoCure
NVCR
$1.37B
$323 ﹤0.01%
25
QQQE icon
1028
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.13B
$307 ﹤0.01%
3
VFC icon
1029
VF Corp
VFC
$6.15B
$289 ﹤0.01%
16
SE icon
1030
Sea Limited
SE
$50.4B
$255 ﹤0.01%
2
CRON
1031
Cronos Group
CRON
$944M
$208 ﹤0.01%
79
EMBC icon
1032
Embecta
EMBC
$522M
$178 ﹤0.01%
15
BG icon
1033
Bunge Global
BG
$24.3B
$136 ﹤0.01%
2
EG icon
1034
Everest Group
EG
$13B
– –
0
ONL
1035
Orion Office REIT
ONL
$135M
$128 ﹤0.01%
56
KTB icon
1036
Kontoor Brands
KTB
$3.67B
$122 ﹤0.01%
2
INGR icon
1037
Ingredion
INGR
$7.01B
$114 ﹤0.01%
1
FMC icon
1038
FMC
FMC
$1.79B
$99 ﹤0.01%
7
FUBO icon
1039
FuboTV Inc
FUBO
$406M
$88 ﹤0.01%
35
NWE icon
1040
NorthWestern Energy
NWE
$4.13B
$69 ﹤0.01%
1
ORI icon
1041
Old Republic International
ORI
$9.83B
$48 ﹤0.01%
1
NERV icon
1042
Minerva Neurosciences
NERV
$333M
$48 ﹤0.01%
12
CHPT icon
1043
ChargePoint
CHPT
$127M
$33 ﹤0.01%
5
UPLD icon
1044
Upland Software
UPLD
$16M
$24 ﹤0.01%
17
SOUN icon
1045
SoundHound AI
SOUN
$3.16B
$10 ﹤0.01%
1
CGC
1046
Canopy Growth
CGC
$393M
$5 ﹤0.01%
4
SFD
1047
Smithfield Foods
SFD
$9.19B
– –
-248
GAP
1048
The Gap Inc
GAP
$8.6B
– –
-500
PRKS icon
1049
United Parks & Resorts
PRKS
$1.51B
– –
-100
ZIMV
1050
DELISTED
ZimVie
ZIMV
– –
-16
40 41
42
43 44