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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
IWF icon
201
iShares Russell 1000 Growth ETF
IWF
$127B
$920K 0.08%
7,860
– –
FCCO icon
202
First Community Corp
FCCO
$317M
$916K 0.08%
32,454
+30
+0.1% +$793
DHR icon
203
Danaher
DHR
$146B
$915K 0.08%
4,614
-4,317
-48% -$859K
DGRW icon
204
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$913K 0.08%
10,261
+436
+4% +$37.8K
IYC icon
205
iShares US Consumer Discretionary ETF
IYC
$1.22B
$900K 0.07%
8,587
-364
-4% -$37.3K
NOC icon
206
Northrop Grumman
NOC
$81.8B
$894K 0.07%
1,468
-35
-2% -$19.8K
BLK icon
207
Blackrock
BLK
$178B
$873K 0.07%
749
– –
INTC icon
208
Intel
INTC
$493B
$870K 0.07%
25,932
-5,766
-18% -$140K
CI icon
209
Cigna
CI
$72.4B
$865K 0.07%
3,002
-2,019
-40% -$597K
NVS icon
210
Novartis
NVS
$294B
$863K 0.07%
6,726
-200
-3% -$24.4K
CPRT icon
211
Copart
CPRT
$27.2B
$855K 0.07%
19,012
– –
VBR icon
212
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$846K 0.07%
4,053
+232
+6% +$47.4K
GDX icon
213
VanEck Gold Miners ETF
GDX
$27.5B
$842K 0.07%
11,025
-25
-0.2% -$1.51K
MS icon
214
Morgan Stanley
MS
$338B
$842K 0.07%
5,295
+233
+5% +$34.4K
XLF icon
215
State Street Financial Select Sector SPDR ETF
XLF
$59B
$831K 0.07%
15,431
+303
+2% +$16.1K
MOAT icon
216
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$825K 0.07%
8,328
-310
-4% -$30.2K
SCHP icon
217
Schwab US TIPS ETF
SCHP
$16.2B
$814K 0.07%
30,187
-9,585
-24% -$257K
TRV icon
218
Travelers Companies
TRV
$78.3B
$806K 0.07%
2,885
+1,782
+162% +$477K
ALL icon
219
Allstate
ALL
$66.3B
$805K 0.07%
3,750
– –
CTSH icon
220
Cognizant
CTSH
$26.4B
$795K 0.07%
11,860
+500
+4% +$36.2K
LHX icon
221
L3Harris
LHX
$53.3B
$789K 0.07%
2,583
– –
L icon
222
Loews
L
$23.1B
$783K 0.06%
7,800
-100
-1% -$9.45K
SBUX icon
223
Starbucks
SBUX
$122B
$779K 0.06%
9,208
-303
-3% -$27.1K
CVS icon
224
CVS Health
CVS
$120B
$774K 0.06%
10,264
+3
+0% +$206
FOXA icon
225
Fox Class A
FOXA
$26.1B
$766K 0.06%
12,145
+1
+0% +$58
7 8
9
10 11

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MMFA
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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.