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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
+0.49%
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
$1.07B
AUM Growth
+$488K
Cap. Flow
+$8.56M
Cap. Flow %
0.8%
Top 10 Hldgs %
23.15%
Holding
1,061
New
37
Increased
215
Reduced
182
Closed
21

Top Buys

Rank Stock Value
1
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.8M
2
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$2.04M
3
V icon
Visa
V
+$1.41M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BX icon
Blackstone
BX
+$1.06M

Top Sells

Rank Stock Value
1
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$20.2M
2
ABBV icon
AbbVie
ABBV
+$1.13M
3
TDG icon
TransDigm Group
TDG
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$840K

Sector Composition

Rank Sector Weight
1 Technology 14.68%
2 Financials 13.5%
3 Healthcare 11.48%
4 Industrials 7.72%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
176
Moody's
MCO
$82.5B
$1.18M 0.11%
2,532
– –
IJR icon
177
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.17M 0.11%
11,163
-2,900
-21% -$327K
MELI icon
178
Mercado Libre
MELI
$98.4B
$1.15M 0.11%
587
+9
+2% +$17.9K
ZBH icon
179
Zimmer Biomet
ZBH
$18.5B
$1.13M 0.11%
9,973
-1,250
-11% -$134K
CPRT icon
180
Copart
CPRT
$27.2B
$1.13M 0.11%
19,912
-600
-3% -$33.8K
CL icon
181
Colgate-Palmolive
CL
$73.6B
$1.12M 0.1%
11,988
– –
SCHP icon
182
Schwab US TIPS ETF
SCHP
$16.2B
$1.07M 0.1%
39,730
-1,418
-3% -$37.3K
KMI icon
183
Kinder Morgan
KMI
$70.1B
$1.05M 0.1%
36,934
+76
+0.2% +$2.1K
ASML icon
184
ASML
ASML
$691B
$1.05M 0.1%
1,580
-27
-2% -$19.6K
CRM icon
185
Salesforce
CRM
$162B
$1.04M 0.1%
3,887
+83
+2% +$25.8K
VPU
186
Vanguard Utilities ETF
VPU
$8.44B
$990K 0.09%
5,796
+134
+2% +$22.6K
MU icon
187
Micron Technology
MU
$981B
$976K 0.09%
11,235
+4,000
+55% +$384K
AMD icon
188
Advanced Micro Devices
AMD
$774B
$972K 0.09%
9,460
+1,574
+20% +$175K
SBUX icon
189
Starbucks
SBUX
$122B
$972K 0.09%
9,904
-464
-4% -$48K
WFC icon
190
Wells Fargo
WFC
$264B
$971K 0.09%
13,524
+17
+0.1% +$1.28K
ECL icon
191
Ecolab
ECL
$79.8B
$954K 0.09%
3,762
– –
NOW icon
192
ServiceNow
NOW
$132B
$947K 0.09%
5,950
+175
+3% +$33.7K
NVO
193
Novo Nordisk
NVO
$207B
$944K 0.09%
13,597
+150
+1% +$12.4K
LH icon
194
Labcorp
LH
$26.1B
$935K 0.09%
4,016
-50
-1% -$12.1K
BA icon
195
Boeing
BA
$184B
$923K 0.09%
5,411
+50
+0.9% +$8.65K
IJH icon
196
iShares Core S&P Mid-Cap ETF
IJH
$127B
$901K 0.08%
15,440
– –
CTSH icon
197
Cognizant
CTSH
$26.4B
$883K 0.08%
11,545
-100
-0.9% -$8.14K
SPYM
198
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$854K 0.08%
12,990
+269
+2% +$18.6K
EQH icon
199
Equitable Holdings
EQH
$14B
$853K 0.08%
16,367
-747
-4% -$39.1K
APD icon
200
Air Products & Chemicals
APD
$68.9B
$836K 0.08%
2,836
-90
-3% -$27.8K
6 7
8
9 10

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VC
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SCM
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MMFA
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PAMJ
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Anchor Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Anchor Investment Management held 1,061 positions worth $1.07B, up 0.05% from $1.07B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Anchor Investment Management's Q1 2025 filing shows 37 new, 215 increased, 182 reduced and 21 closed positions. Its largest new stake was Healthpeak Properties: 10,894 shares worth $220K. The largest sale was Invesco BulletShares 2025 Corporate Bond ETF, an estimated $20.2M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Healthcare.

  • Anchor Investment Management's largest Q1 2025 buy was Healthpeak Properties: 10,894 shares worth $220K.
  • Anchor Investment Management added most to Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025, an estimated $18.8M increase.
  • Anchor Investment Management's biggest Q1 2025 reduction was Invesco BulletShares 2025 Corporate Bond ETF, cutting an estimated $20.2M.
  • Anchor Investment Management fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q1 2025, selling an estimated $85.9K.
  • Anchor Investment Management's ten largest holdings make up 23% of its $1.07B portfolio in Q1 2025.
  • Anchor Investment Management opened 37 new positions and closed 21 in Q1 2025.
  • Anchor Investment Management's portfolio value rose 0.05% quarter-over-quarter to $1.07B.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.