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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
ONL
1051
Orion Office REIT
ONL
$158M
$151 ﹤0.01%
56
– –
FUBO icon
1052
FuboTV Inc
FUBO
$293M
$145 ﹤0.01%
3
+1
+50% +$45
VT icon
1053
Vanguard Total World Stock ETF
VT
$81.1B
$138 ﹤0.01%
1
– –
EG icon
1054
Everest Group
EG
$14B
– –
0
– –
INGR icon
1055
Ingredion
INGR
$6.6B
$125 ﹤0.01%
1
– –
BG icon
1056
Bunge Global
BG
$21.4B
$123 ﹤0.01%
2
+1
+100% +$80
NWE icon
1057
NorthWestern Energy
NWE
$4.35B
$62 ﹤0.01%
1
– –
CHPT icon
1058
ChargePoint
CHPT
$162M
$55 ﹤0.01%
5
– –
ORI icon
1059
Old Republic International
ORI
$10.2B
$44 ﹤0.01%
1
– –
UPLD icon
1060
Upland Software
UPLD
$14.2M
$40 ﹤0.01%
2
– –
NERV icon
1061
Minerva Neurosciences
NERV
$206M
$25 ﹤0.01%
12
– –
SOUN icon
1062
SoundHound AI
SOUN
$3.29B
$16 ﹤0.01%
1
– –
BBY icon
1063
Best Buy
BBY
$17.6B
– –
0
– –
COIN icon
1064
Coinbase
COIN
$39.2B
– –
0
– –
CGC
1065
Canopy Growth
CGC
$422M
$6 ﹤0.01%
4
– –
ALGN icon
1066
Align Technology
ALGN
$12.3B
– –
-3
Closed -$568
AMPH icon
1067
Amphastar Pharmaceuticals
AMPH
$869M
– –
-75
Closed -$1.72K
BANC icon
1068
Banc of California
BANC
$3.09B
– –
-3,284
Closed -$46.1K
BSMP
1069
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
– –
-3,000
Closed -$73.6K
BSMQ icon
1070
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
– –
-3,000
Closed -$70.7K
DOCU
1071
DocuSign
DOCU
$11.3B
– –
-25
Closed -$1.95K
GGAL icon
1072
Galicia Financial Group
GGAL
$7.15B
– –
-303
Closed -$15.3K
HDSN
1073
Hudson Technologies
HDSN
$233M
– –
-200
Closed -$1.62K
HNST icon
1074
The Honest Company
HNST
$559M
– –
-856
Closed -$4.36K
HXL icon
1075
Hexcel
HXL
$7.6B
– –
-150
Closed -$8.47K
40 41 42
43
44

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SC
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CCM
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VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SCM
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MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return
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.