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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 $873,436,058
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 96,688 $36,358,532 4.16%
2.
Visa Inc.
 V 100,221 $26,092,564 2.98%
3.
Apple Inc.
 AAPL 120,071 $23,117,175 2.64%
4.
Invesco Qqq Trust Series I
 41,421 $16,962,775 1.94%
5.
Schwab Strategic Trust
 FNDF 300,036 $16,922,012 1.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)