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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
IAU icon
1026
iShares Gold Trust
IAU
$64.8B
$728 ﹤0.01%
+10
New +$652
ARM icon
1027
Arm
ARM
$287B
$707 ﹤0.01%
+5
New +$728
IPG
1028
DELISTED
Interpublic Group of Companies
IPG
$688 ﹤0.01%
25
+1
+4% +$26
NB
1029
NioCorp Developments
NB
$780M
$668 ﹤0.01%
+100
New +$422
MSGE icon
1030
Madison Square Garden
MSGE
$3.75B
$633 ﹤0.01%
14
– –
TDOC icon
1031
Teladoc Health
TDOC
$1.24B
$618 ﹤0.01%
80
– –
NUS icon
1032
Nu Skin
NUS
$237M
$610 ﹤0.01%
50
– –
PTON icon
1033
Peloton Interactive
PTON
$2.46B
$585 ﹤0.01%
65
– –
BATRK icon
1034
Atlanta Braves Holdings Series B
BATRK
$3.27B
$582 ﹤0.01%
14
– –
IVES
1035
Dan IVES Wedbush AI Revolution ETF
IVES
$1.07B
$578 ﹤0.01%
18
– –
SOBO
1036
South Bow Corp
SOBO
$7.57B
$566 ﹤0.01%
20
– –
ALK icon
1037
Alaska Air
ALK
$5.4B
$548 ﹤0.01%
11
– –
SOFI icon
1038
SoFi Technologies
SOFI
$23.2B
$449 ﹤0.01%
17
– –
LE icon
1039
Lands' End
LE
$402M
$423 ﹤0.01%
30
– –
RCUS icon
1040
Arcus Biosciences
RCUS
$3.66B
$408 ﹤0.01%
30
– –
SE icon
1041
Sea Limited
SE
$80.5B
$357 ﹤0.01%
2
– –
NVCR icon
1042
NovoCure
NVCR
$2.06B
$323 ﹤0.01%
25
– –
XMHQ icon
1043
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
$315 ﹤0.01%
3
– –
QQQE icon
1044
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
$305 ﹤0.01%
3
– –
ZIMV
1045
DELISTED
ZimVie
ZIMV
$303 ﹤0.01%
16
– –
FMC icon
1046
FMC
FMC
$1.3B
$235 ﹤0.01%
7
– –
VFC icon
1047
VF Corp
VFC
$5.81B
$231 ﹤0.01%
16
– –
CRON
1048
Cronos Group
CRON
$1.13B
$220 ﹤0.01%
79
– –
EMBC icon
1049
Embecta
EMBC
$276M
$212 ﹤0.01%
15
– –
KTB icon
1050
Kontoor Brands
KTB
$4.14B
$160 ﹤0.01%
2
– –
40 41
42
43 44

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CCM
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VC
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SCM
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MMFA
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EC
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CCS
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PAMJ
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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.