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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
SNPS icon
176
Synopsys
SNPS
$78.7B
$1.18M 0.1%
2,382
-76
-3% -$43K
CHKP icon
177
Check Point Software Technologies
CHKP
$13.2B
$1.17M 0.1%
5,670
– –
WFC icon
178
Wells Fargo
WFC
$264B
$1.17M 0.1%
13,947
+428
+3% +$34.7K
CLX icon
179
Clorox
CLX
$13.1B
$1.17M 0.1%
9,467
+488
+5% +$60.6K
EPD icon
180
Enterprise Products Partners
EPD
$81.8B
$1.16M 0.1%
37,135
-1,000
-3% -$31.5K
LH icon
181
Labcorp
LH
$26.1B
$1.15M 0.1%
4,016
– –
VPU
182
Vanguard Utilities ETF
VPU
$8.44B
$1.15M 0.1%
6,061
+130
+2% +$23.8K
ACN icon
183
Accenture
ACN
$110B
$1.14M 0.09%
4,631
+481
+12% +$125K
SHOP icon
184
Shopify
SHOP
$196B
$1.13M 0.09%
7,582
+6,772
+836% +$918K
TEL icon
185
TE Connectivity
TEL
$63.3B
$1.13M 0.09%
5,125
– –
KMI icon
186
Kinder Morgan
KMI
$70.1B
$1.1M 0.09%
38,981
-93
-0.2% -$2.55K
CRM icon
187
Salesforce
CRM
$162B
$1.1M 0.09%
4,646
+602
+15% +$152K
ET icon
188
Energy Transfer Partners
ET
$71.6B
$1.08M 0.09%
63,030
– –
QDPL icon
189
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.77B
$1.06M 0.09%
25,228
+5,398
+27% +$220K
ECL icon
190
Ecolab
ECL
$79.8B
$1.03M 0.09%
3,777
– –
ALNY icon
191
Alnylam Pharmaceuticals
ALNY
$29.6B
$1.03M 0.08%
2,249
+2,049
+1,025% +$834K
TMUS icon
192
T-Mobile US
TMUS
$192B
$1.02M 0.08%
4,272
+1,114
+35% +$270K
GEV icon
193
GE Vernova
GEV
$269B
$1M 0.08%
1,633
– –
IJH icon
194
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1M 0.08%
15,348
-34
-0.2% -$2.19K
PLTR icon
195
Palantir
PLTR
$420B
$980K 0.08%
5,374
-1,317
-20% -$213K
CL icon
196
Colgate-Palmolive
CL
$73.6B
$950K 0.08%
11,888
– –
EW icon
197
Edwards Lifesciences
EW
$54B
$936K 0.08%
12,034
-427
-3% -$33.4K
VRTX icon
198
Vertex Pharmaceuticals
VRTX
$134B
$935K 0.08%
2,387
+770
+48% +$322K
C icon
199
Citigroup
C
$228B
$929K 0.08%
9,154
+788
+9% +$74.8K
BSX icon
200
Boston Scientific
BSX
$74.2B
$929K 0.08%
9,513
+1,199
+14% +$124K
6 7
8
9 10

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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.