AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$934K
4
BA icon
Boeing
BA
+$898K
5
VUG icon
Vanguard Growth ETF
VUG
+$857K

Top Sells

1
+$1.38M
2
+$907K
3
+$856K
4
AAPL icon
Apple
AAPL
+$850K
5
GLW icon
Corning
GLW
+$814K

Sector Composition

1 Technology 16.43%
2 Financials 13.18%
3 Healthcare 9.79%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONL
1051
Orion Office REIT
ONL
$113M
$151 ﹤0.01%
56
FUBO icon
1052
FuboTV Inc
FUBO
$925M
$145 ﹤0.01%
35
+10
VT icon
1053
Vanguard Total World Stock ETF
VT
$58.6B
$138 ﹤0.01%
1
EG icon
1054
Everest Group
EG
$13.8B
– –
0
INGR icon
1055
Ingredion
INGR
$7.12B
$125 ﹤0.01%
1
BG icon
1056
Bunge Global
BG
$18.1B
$123 ﹤0.01%
2
+1
NWE icon
1057
NorthWestern Energy
NWE
$4.18B
$62 ﹤0.01%
1
CHPT icon
1058
ChargePoint
CHPT
$210M
$55 ﹤0.01%
5
ORI icon
1059
Old Republic International
ORI
$11.1B
$44 ﹤0.01%
1
UPLD icon
1060
Upland Software
UPLD
$47.7M
$40 ﹤0.01%
17
NERV icon
1061
Minerva Neurosciences
NERV
$28.3M
$25 ﹤0.01%
12
SOUN icon
1062
SoundHound AI
SOUN
$5.01B
$16 ﹤0.01%
1
COIN icon
1063
Coinbase
COIN
$73.2B
– –
0
BBY icon
1064
Best Buy
BBY
$15.5B
– –
0
CGC
1065
Canopy Growth
CGC
$595M
$6 ﹤0.01%
4
ALGN icon
1066
Align Technology
ALGN
$11.9B
– –
-3
AMPH icon
1067
Amphastar Pharmaceuticals
AMPH
$1.17B
– –
-75
BANC icon
1068
Banc of California
BANC
$3.07B
– –
-3,284
BSMP icon
1069
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$189M
– –
-3,000
BSMQ icon
1070
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$302M
– –
-3,000
DOCU icon
1071
DocuSign
DOCU
$14.1B
– –
-25
GGAL icon
1072
Galicia Financial Group
GGAL
$7.82B
– –
-303
HDSN icon
1073
Hudson Technologies
HDSN
$326M
– –
-200
HNST icon
1074
The Honest Company
HNST
$326M
– –
-856
HXL icon
1075
Hexcel
HXL
$5.86B
– –
-150
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