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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
CRM icon
176
Salesforce
CRM
$134B
$1.18M 0.1%
6,320
+1,483
+31% +$307K
PAYX icon
177
Paychex
PAYX
$40.4B
$1.17M 0.1%
12,696
-74
-0.6% -$7.32K
PNFP icon
178
Pinnacle Financial Partners Inc
PNFP
$15.5B
$1.16M 0.1%
+13,414
New +$1.25M
WDAY icon
179
Workday
WDAY
$33.4B
$1.13M 0.09%
8,673
+357
+4% +$56.7K
FISV
180
Fiserv Inc
FISV
$27.2B
$1.12M 0.09%
20,069
-8,221
-29% -$509K
WFC icon
181
Wells Fargo
WFC
$261B
$1.12M 0.09%
14,016
+277
+2% +$23.8K
IJH icon
182
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.11M 0.09%
16,440
-220
-1% -$15.3K
MCO icon
183
Moody's
MCO
$81.7B
$1.11M 0.09%
2,538
– –
PLTR icon
184
Palantir
PLTR
$295B
$1.08M 0.09%
7,374
+1,016
+16% +$155K
LH icon
185
Labcorp
LH
$24.3B
$1.07M 0.09%
4,016
– –
TMUS icon
186
T-Mobile US
TMUS
$193B
$1.05M 0.09%
4,981
+410
+9% +$84.2K
FCCO icon
187
First Community Corp
FCCO
$316M
$1.05M 0.09%
35,776
+2,730
+8% +$79.9K
KMI icon
188
Kinder Morgan
KMI
$73.1B
$1.03M 0.09%
30,701
-8,213
-21% -$257K
NVS icon
189
Novartis
NVS
$295B
$1.03M 0.09%
6,726
– –
GDX icon
190
VanEck Gold Miners ETF
GDX
$23B
$1.02M 0.08%
11,075
+50
+0.5% +$4.93K
SHOP icon
191
Shopify
SHOP
$148B
$1.02M 0.08%
8,557
+972
+13% +$128K
C icon
192
Citigroup
C
$222B
$1M 0.08%
8,845
+188
+2% +$21.4K
BX icon
193
Blackstone
BX
$104B
$1M 0.08%
8,700
– –
NOC icon
194
Northrop Grumman
NOC
$77B
$999K 0.08%
1,465
-3
-0.2% -$2.07K
SPOT icon
195
Spotify
SPOT
$99.2B
$996K 0.08%
2,054
+139
+7% +$69.8K
TEL icon
196
TE Connectivity
TEL
$58.8B
$996K 0.08%
4,765
-185
-4% -$40.8K
QDPL icon
197
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.68B
$989K 0.08%
24,642
-616
-2% -$26K
CL icon
198
Colgate-Palmolive
CL
$72.6B
$961K 0.08%
11,275
-493
-4% -$43.9K
ECL icon
199
Ecolab
ECL
$75.6B
$961K 0.08%
3,612
-150
-4% -$42.3K
PFIX icon
200
Simplify Interest Rate Hedge ETF
PFIX
$172M
$945K 0.08%
20,445
+11,220
+122% +$513K
6 7
8
9 10

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CCM
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FCCPG
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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.