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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
DKNG icon
301
DraftKings
DKNG
$12.4B
$342K 0.03%
9,150
– –
STZ icon
302
Constellation Brands
STZ
$22.7B
$342K 0.03%
2,540
-400
-14% -$63.6K
IBB icon
303
iShares Biotechnology ETF
IBB
$9.88B
$339K 0.03%
2,349
-261
-10% -$35.6K
CMI icon
304
Cummins
CMI
$88.2B
$338K 0.03%
801
– –
IVV icon
305
iShares Core S&P 500 ETF
IVV
$904B
$337K 0.03%
503
+15
+3% +$9.66K
BSV icon
306
Vanguard Short-Term Bond ETF
BSV
$45.6B
$333K 0.03%
4,224
-1,383
-25% -$109K
BATRA icon
307
Atlanta Braves Holdings Series A
BATRA
$3.5B
$331K 0.03%
7,290
– –
EXP icon
308
Eagle Materials
EXP
$6.42B
$326K 0.03%
1,400
– –
VWO icon
309
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$325K 0.03%
5,995
+3
+0.1% +$155
LRCX icon
310
Lam Research
LRCX
$409B
$324K 0.03%
2,421
– –
KEYS icon
311
Keysight
KEYS
$60.8B
$324K 0.03%
1,853
– –
BRO icon
312
Brown & Brown
BRO
$23.4B
$305K 0.03%
3,251
– –
AVUV icon
313
Avantis US Small Cap Value ETF
AVUV
$30.8B
$303K 0.03%
3,045
– –
BSJR icon
314
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$883M
$302K 0.03%
13,290
+2,000
+18% +$45.4K
LYG icon
315
Lloyds Banking Group
LYG
$90B
$300K 0.02%
66,000
– –
WMB icon
316
Williams Companies
WMB
$89.8B
$300K 0.02%
4,729
– –
SNV
317
DELISTED
Synovus
SNV
$299K 0.02%
6,093
+2,215
+57% +$114K
HEI icon
318
HEICO Corp
HEI
$51.3B
$298K 0.02%
922
-50
-5% -$15.9K
BIV icon
319
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$297K 0.02%
3,805
-319
-8% -$24.7K
EBAY icon
320
eBay
EBAY
$46.3B
$294K 0.02%
3,231
– –
BSCT icon
321
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$293K 0.02%
15,575
+8,060
+107% +$151K
IWV icon
322
iShares Russell 3000 ETF
IWV
$20.4B
$291K 0.02%
767
+2
+0.3% +$729
GNRC icon
323
Generac Holdings
GNRC
$13.1B
$289K 0.02%
1,725
– –
WMS icon
324
Advanced Drainage Systems
WMS
$10.6B
$288K 0.02%
2,075
– –
PSX icon
325
Phillips 66
PSX
$90.4B
$285K 0.02%
2,094
– –
11 12
13
14 15

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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.