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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
PSKY
776
Paramount Skydance Corp
PSKY
$10.7B
$13.4K ﹤0.01%
+710
New +$11.2K
CHD icon
777
Church & Dwight Co
CHD
$24B
$13.4K ﹤0.01%
153
-8
-5% -$750
VNOM icon
778
Viper Energy
VNOM
$15.2B
$13.4K ﹤0.01%
350
– –
FNDC icon
779
Schwab Fundamental International Small Company Index ETF
FNDC
$3.16B
$13.4K ﹤0.01%
300
– –
FTV icon
780
Fortive
FTV
$18.6B
$13.2K ﹤0.01%
269
– –
RRC icon
781
Range Resources
RRC
$9.39B
$13.2K ﹤0.01%
350
– –
WAB icon
782
Wabtec
WAB
$49.9B
$13K ﹤0.01%
65
– –
VTRS icon
783
Viatris
VTRS
$18.5B
$13K ﹤0.01%
1,316
-62
-4% -$604
EAF icon
784
GrafTech
EAF
$201M
$12.8K ﹤0.01%
1,001
– –
EAT icon
785
Brinker International
EAT
$10.5B
$12.7K ﹤0.01%
100
– –
ALC icon
786
Alcon
ALC
$35.6B
$12.7K ﹤0.01%
170
– –
AHCO icon
787
AdaptHealth
AHCO
$770M
$12.7K ﹤0.01%
1,415
+1,000
+241% +$9.26K
XYZ
788
Block Inc
XYZ
$47B
$12.5K ﹤0.01%
173
-100
-37% -$7.49K
VOOV icon
789
Vanguard S&P 500 Value ETF
VOOV
$6.77B
$12.4K ﹤0.01%
62
– –
OKLO
790
Oklo
OKLO
$8.39B
$12.3K ﹤0.01%
110
– –
TTWO icon
791
Take-Two Interactive
TTWO
$45.4B
$12.1K ﹤0.01%
47
– –
AOS icon
792
A.O. Smith
AOS
$8.51B
$11.7K ﹤0.01%
160
+150
+1,500% +$10.7K
SU icon
793
Suncor Energy
SU
$74.7B
$11.7K ﹤0.01%
280
– –
USHY icon
794
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$11.6K ﹤0.01%
306
– –
FELV icon
795
Fidelity Enhanced Large Cap Value ETF
FELV
$3.42B
$11.2K ﹤0.01%
335
-77
-19% -$2.51K
AAL icon
796
American Airlines Group
AAL
$9.88B
$11.2K ﹤0.01%
1,000
– –
VRSN icon
797
VeriSign
VRSN
$25.6B
$11.2K ﹤0.01%
40
– –
WTS icon
798
Watts Water Technologies
WTS
$12.9B
$11.2K ﹤0.01%
40
– –
KYN icon
799
Kayne Anderson Energy Infrastructure Fund
KYN
$2.5B
$11.1K ﹤0.01%
900
– –
FWRD icon
800
Forward Air
FWRD
$658M
$11K ﹤0.01%
430
+15
+4% +$432
30 31
32
33 34

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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.