We are live on ! Find out more
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
IXC icon
376
iShares Global Energy ETF
IXC
$2.74B
$207K 0.02%
4,961
– –
HON icon
377
Honeywell
HON
$74.1B
$207K 0.02%
1,044
+132
+14% +$27.6K
SWKS icon
378
Skyworks Solutions
SWKS
$10.3B
$206K 0.02%
2,679
-150
-5% -$11.2K
BJ icon
379
BJs Wholesale Club
BJ
$11.9B
$204K 0.02%
2,187
– –
GPC icon
380
Genuine Parts
GPC
$18.4B
$203K 0.02%
1,466
+28
+2% +$3.76K
HSY icon
381
Hershey
HSY
$36.9B
$201K 0.02%
1,077
-100
-8% -$18.2K
INCY icon
382
Incyte
INCY
$24.5B
$199K 0.02%
2,350
– –
TMHC
383
DELISTED
Taylor Morrison
TMHC
$198K 0.02%
3,000
– –
XYL icon
384
Xylem
XYL
$28.5B
$197K 0.02%
1,337
– –
FSS icon
385
Federal Signal
FSS
$7.74B
$196K 0.02%
1,648
+16
+1% +$1.92K
SCHG icon
386
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$194K 0.02%
6,093
-3
-0% -$91
ALLY icon
387
Ally Financial
ALLY
$13.3B
$194K 0.02%
4,948
+3
+0.1% +$120
VNT icon
388
Vontier
VNT
$4.52B
$192K 0.02%
4,583
– –
PNR icon
389
Pentair
PNR
$10.6B
$191K 0.02%
1,724
– –
GEHC icon
390
GE HealthCare
GEHC
$32.7B
$190K 0.02%
2,530
– –
USMV icon
391
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$189K 0.02%
1,987
+4
+0.2% +$375
XLK icon
392
State Street Technology Select Sector SPDR ETF
XLK
$124B
$188K 0.02%
1,336
+86
+7% +$11.4K
BIZD icon
393
VanEck BDC Income ETF
BIZD
$1.68B
$187K 0.02%
12,529
-800
-6% -$12.8K
MOO icon
394
VanEck Agribusiness ETF
MOO
$972M
$187K 0.02%
2,544
– –
IDV icon
395
iShares International Select Dividend ETF
IDV
$8.51B
$185K 0.02%
5,051
+13
+0.3% +$468
IBKR icon
396
Interactive Brokers
IBKR
$41.6B
$184K 0.02%
2,677
+125
+5% +$7.86K
YUM icon
397
Yum! Brands
YUM
$40.7B
$184K 0.02%
1,209
– –
FE icon
398
FirstEnergy
FE
$27.1B
$183K 0.02%
4,000
– –
IWS icon
399
iShares Russell Mid-Cap Value ETF
IWS
$16B
$182K 0.02%
1,305
– –
ARE icon
400
Alexandria Real Estate Equities
ARE
$8.31B
$182K 0.02%
2,185
-22
-1% -$1.76K
14 15
16
17 18

Similar funds

SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SCM
Sone Capital Management New York $1.19B AUM 14% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
PAMJ
Parvus Asset Management Jersey St. Helier, Jersey $1.18B AUM 53.98% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 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.