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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
THO icon
576
Thor Industries
THO
$4.11B
$52.7K ﹤0.01%
508
– –
BSJT icon
577
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$578M
$52.4K ﹤0.01%
2,430
+2,000
+465% +$43K
IUSB icon
578
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$51.9K ﹤0.01%
1,112
– –
IUS icon
579
Invesco RAFI Strategic US ETF
IUS
$952M
$51.9K ﹤0.01%
940
– –
MKC icon
580
McCormick & Company Non-Voting
MKC
$14.2B
$51.7K ﹤0.01%
773
– –
EQIX icon
581
Equinix
EQIX
$105B
$50.9K ﹤0.01%
65
– –
CEG icon
582
Constellation Energy
CEG
$98.7B
$50.8K ﹤0.01%
155
+1
+0.6% +$323
DASH icon
583
DoorDash
DASH
$92.1B
$50.3K ﹤0.01%
185
+135
+270% +$33.9K
ACHR icon
584
Archer Aviation
ACHR
$4.84B
$50.2K ﹤0.01%
5,244
+1,000
+24% +$9.89K
PKG icon
585
Packaging Corp of America
PKG
$22.8B
$49.7K ﹤0.01%
228
– –
SEE
586
DELISTED
Sealed Air
SEE
$49.5K ﹤0.01%
+1,400
New +$44.6K
PPL
587
PPL Corp
PPL
$26.7B
$49.2K ﹤0.01%
1,325
– –
NVG icon
588
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$49.2K ﹤0.01%
4,000
– –
FIX icon
589
Comfort Systems
FIX
$61.2B
$48.7K ﹤0.01%
59
– –
PWR icon
590
Quanta Services
PWR
$102B
$48.5K ﹤0.01%
117
– –
IGM icon
591
iShares Expanded Tech Sector ETF
IGM
$10.8B
$48.4K ﹤0.01%
384
– –
GIS icon
592
General Mills
GIS
$20.4B
$47.8K ﹤0.01%
948
+3
+0.3% +$150
KBR icon
593
KBR
KBR
$4.8B
$47.3K ﹤0.01%
1,000
-250
-20% -$12.1K
KHC icon
594
Kraft Heinz
KHC
$29.1B
$47.1K ﹤0.01%
1,810
-227
-11% -$6.17K
CDNS icon
595
Cadence Design Systems
CDNS
$89B
$47.1K ﹤0.01%
134
– –
HEI.A icon
596
HEICO Corp Class A
HEI.A
$38B
$47K ﹤0.01%
185
– –
AME icon
597
Ametek
AME
$59.3B
$46.8K ﹤0.01%
249
– –
MAC icon
598
Macerich
MAC
$6.99B
$46.8K ﹤0.01%
2,570
– –
FRA icon
599
BlackRock Floating Rate Income Strategies Fund
FRA
$392M
$46.7K ﹤0.01%
3,600
-355
-9% -$4.69K
DAR icon
600
Darling Ingredients
DAR
$10B
$46.3K ﹤0.01%
1,500
-500
-25% -$16.7K
22 23
24
25 26

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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.