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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
+6.83%
1 Year Est. Return
+17.33%
3 Year Est. Return
+59.36%
5 Year Est. Return
+74.25%
10 Year Est. Return
+247.66%
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
+$5.29M
Cap. Flow %
0.44%
Top 10 Hldgs %
24.32%
Holding
1,084
New
37
Increased
225
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$1.04M
2
BA icon
Boeing
BA
+$938K
3
SHOP icon
Shopify
SHOP
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$1.31M
2
DHR icon
Danaher
DHR
+$859K
3
UNH icon
UnitedHealth
UNH
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

Rank Sector Weight
1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKL icon
276
Markel Group
MKL
$22.7B
$443K 0.04%
232
+10
+5% +$19.6K
TUA icon
277
Simplify Short Term Treasury Futures Strategy ETF
TUA
$659M
$441K 0.04%
20,173
– –
AMT icon
278
American Tower
AMT
$79.3B
$440K 0.04%
2,289
– –
DHI icon
279
D.R. Horton
DHI
$40.9B
$429K 0.04%
2,532
– –
ETN icon
280
Eaton
ETN
$182B
$421K 0.03%
1,125
– –
SONY icon
281
Sony
SONY
$137B
$416K 0.03%
14,440
– –
DSTL icon
282
Distillate US Fundamental Stability & Value ETF
DSTL
$2.04B
$415K 0.03%
7,164
– –
KR icon
283
Kroger
KR
$34.2B
$412K 0.03%
6,110
– –
SMMU icon
284
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$405K 0.03%
8,000
– –
IWB icon
285
iShares Russell 1000 ETF
IWB
$50.1B
$403K 0.03%
1,103
+2
+0.2% +$704
CTVA icon
286
Corteva
CTVA
$50.5B
$384K 0.03%
5,673
-200
-3% -$14.5K
GCOW icon
287
Pacer Global Cash Cows Dividend ETF
GCOW
$3.47B
$378K 0.03%
9,534
+262
+3% +$10.3K
IYW icon
288
iShares US Technology ETF
IYW
$25.4B
$374K 0.03%
1,908
-114
-6% -$20.9K
IEFA icon
289
iShares Core MSCI EAFE ETF
IEFA
$196B
$363K 0.03%
4,161
– –
FAST icon
290
Fastenal
FAST
$59.8B
$361K 0.03%
7,368
+100
+1% +$4.72K
BR icon
291
Broadridge
BR
$19B
$357K 0.03%
1,500
– –
HCA icon
292
HCA Healthcare
HCA
$88.6B
$357K 0.03%
837
– –
NUE icon
293
Nucor
NUE
$61.8B
$353K 0.03%
2,610
+1
+0% +$142
CAH icon
294
Cardinal Health
CAH
$55.5B
$353K 0.03%
2,251
– –
URI icon
295
United Rentals
URI
$71.2B
$353K 0.03%
370
– –
EXPD icon
296
Expeditors International
EXPD
$23.5B
$352K 0.03%
2,875
-165
-5% -$19.6K
NIM icon
297
Nuveen Select Maturities Municipal Fund
NIM
$115M
$351K 0.03%
37,869
– –
SHEL icon
298
Shell
SHEL
$249B
$350K 0.03%
4,897
– –
PGR icon
299
Progressive
PGR
$123B
$350K 0.03%
1,417
+11
+0.8% +$2.71K
MGK icon
300
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$349K 0.03%
4,340
– –
10 11
12
13 14

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CCM
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VC
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SCM
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MMFA
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EC
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CCS
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PAMJ
Parvus Asset Management Jersey St. Helier, Jersey $1.18B AUM 53.98% 1-Year Est. Return

Anchor Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Anchor Investment Management held 1,084 positions worth $1.21B, up 5.9% from $1.14B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Anchor Investment Management's Q3 2025 filing shows 37 new, 225 increased, 199 reduced and 19 closed positions. Its largest new stake was Phreesia: 5,000 shares worth $118K. The largest sale was Qualcomm, an estimated $1.31M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

  • Anchor Investment Management's largest Q3 2025 buy was Phreesia: 5,000 shares worth $118K.
  • Anchor Investment Management added most to Spotify in Q3 2025, an estimated $1.04M increase.
  • Anchor Investment Management's biggest Q3 2025 reduction was Qualcomm, cutting an estimated $1.31M.
  • Anchor Investment Management fully exited Invesco BulletShares 2025 Municipal Bond ETF in Q3 2025, selling an estimated $73.6K.
  • Anchor Investment Management's ten largest holdings make up 24% of its $1.21B portfolio in Q3 2025.
  • Anchor Investment Management opened 37 new positions and closed 19 in Q3 2025.
  • Anchor Investment Management's portfolio value rose 5.9% quarter-over-quarter to $1.21B.

Based on Anchor Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.