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Home > Institutional Investor > Anchor Investment Management, Llc > Profile

Instuitional Investor - Anchor Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Anchor Investment Management, Llc
Portfolio Value $1,071,723,876
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 103,217 $43,505,993 4.05%
2.
Visa Inc.
 V 102,941 $32,533,503 3.03%
3.
Apple Inc.
 AAPL 129,809 $32,506,689 3.03%
4.
Schwab Strategic Trust
 FNDF 1,123,127 $26,034,093 2.42%
5.
Invesco Qqq Trust Series I - ETF
 41,075 $20,998,887 1.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)