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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
-0.65%
1 Year Est. Return
+17.33%
3 Year Est. Return
+59.36%
5 Year Est. Return
+74.25%
10 Year Est. Return
+246.41%
AUM
$1.2B
AUM Growth
-$32M
Cap. Flow
+$524K
Cap. Flow %
0.04%
Top 10 Hldgs %
22.92%
Holding
1,099
New
53
Increased
299
Reduced
214
Closed
32

Top Buys

Rank Stock Value
1
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$20.8M
2
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.36M
3
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$1.25M
4
MU icon
Micron Technology
MU
+$754K
5
APP icon
Applovin
APP
+$748K

Top Sells

Rank Stock Value
1
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$21.1M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.19M
3
UBER icon
Uber
UBER
+$1.54M
4
SNV
Synovus
SNV
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$906K

Sector Composition

Rank Sector Weight
1 Technology 14.46%
2 Financials 12.77%
3 Healthcare 10%
4 Industrials 8.06%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
551
Marvell Technology
MRVL
$167B
$66.6K 0.01%
672
– –
EEFT icon
552
Euronet Worldwide
EEFT
$3.02B
$66.4K 0.01%
1,000
– –
CNC icon
553
Centene
CNC
$31.3B
$65.5K 0.01%
2,000
– –
EMN icon
554
Eastman Chemical
EMN
$7.83B
$65.4K 0.01%
857
– –
BRHY
555
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$135M
$65.2K 0.01%
1,291
+9
+0.7% +$461
HLI icon
556
Houlihan Lokey
HLI
$9.82B
$64.6K 0.01%
450
– –
EQIX icon
557
Equinix
EQIX
$104B
$63.7K 0.01%
65
– –
IGV icon
558
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$63.6K 0.01%
794
+479
+152% +$42.4K
IFF icon
559
International Flavors & Fragrances
IFF
$19.6B
$63.1K 0.01%
870
-200
-19% -$14.7K
ELS icon
560
Equity Lifestyle Properties
ELS
$12.7B
$62.5K 0.01%
1,002
-187
-16% -$12.1K
SPG icon
561
Simon Property Group
SPG
$74.8B
$62.3K 0.01%
334
– –
DAR icon
562
Darling Ingredients
DAR
$9.57B
$61.9K 0.01%
1,000
– –
MKTX icon
563
MarketAxess Holdings
MKTX
$4.18B
$61.7K 0.01%
374
– –
MDY icon
564
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.8B
$61.7K 0.01%
100
– –
VOOG icon
565
Vanguard S&P 500 Growth ETF
VOOG
$25.3B
$61K 0.01%
900
+6
+0.7% +$434
XOP icon
566
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.5B
$60.2K 0.01%
331
– –
NKE icon
567
Nike
NKE
$62.2B
$59.6K 0.01%
1,128
-250
-18% -$15.2K
SEE
568
DELISTED
Sealed Air
SEE
$58.9K ﹤0.01%
1,400
– –
VSNT
569
Versant Media Group
VSNT
$5.07B
$58.3K ﹤0.01%
+1,576
New +$53.1K
FTAI icon
570
FTAI Aviation
FTAI
$21.6B
$57.6K ﹤0.01%
235
– –
DOW icon
571
Dow Inc
DOW
$20.9B
$57.1K ﹤0.01%
1,372
-520
-27% -$16.5K
PGF icon
572
Invesco Financial Preferred ETF
PGF
$674M
$55K ﹤0.01%
4,000
– –
IUS icon
573
Invesco RAFI Strategic US ETF
IUS
$907M
$54.4K ﹤0.01%
940
– –
FELG icon
574
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.39B
$54.4K ﹤0.01%
1,451
– –
OPCH icon
575
Option Care Health
OPCH
$3.44B
$53.8K ﹤0.01%
2,000
– –
21 22
23
24 25

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Anchor Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Anchor Investment Management held 1,099 positions worth $1.2B, down 2.6% from $1.23B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Anchor Investment Management's Q1 2026 filing shows 53 new, 299 increased, 214 reduced and 32 closed positions. Its largest new stake was Pinnacle Financial Partners Inc: 13,414 shares worth $1.16M. The largest sale was Invesco BulletShares 2026 Corporate Bond ETF, an estimated $21.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Financials and Healthcare.

  • Anchor Investment Management's largest Q1 2026 buy was Pinnacle Financial Partners Inc: 13,414 shares worth $1.16M.
  • Anchor Investment Management added most to Invesco BulletShares 2029 Corporate Bond ETF in Q1 2026, an estimated $20.8M increase.
  • Anchor Investment Management's biggest Q1 2026 reduction was Invesco BulletShares 2026 Corporate Bond ETF, cutting an estimated $21.1M.
  • Anchor Investment Management fully exited Synovus in Q1 2026, selling an estimated $1.26M.
  • Anchor Investment Management's ten largest holdings make up 23% of its $1.2B portfolio in Q1 2026.
  • Anchor Investment Management opened 53 new positions and closed 32 in Q1 2026.
  • Anchor Investment Management's portfolio value fell 2.6% quarter-over-quarter to $1.2B.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.