Anchor Investment Management, LLC
CIK:0001634149
Investment Adviser
$1B AUM
1,044 holdings
Columbia, SC, USA
Anchor Investment Management, LLC is an investment advisory firm providing portfolio management services.
Investment Strategy
Customized portfolio management based on client financial profiles and investment policy statements.
Top Buys
M
MSFTMICROSOFT CORP COM+$11.6M
F
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A+$9.8M
G
GOOGALPHABET INC CAP STK CL C+$5.8M
N
NVDANVIDIA CORPORATION COM+$4.6M
O
ORCLORACLE CORP COM+$4.0M
Top Sells
U
UNHUNITEDHEALTH GROUP INC COM-$3.6M
T
TMOTHERMO FISHER SCIENTIFIC INC COM-$3.4M
A
AAPLAPPLE INC COM-$2.1M
E
EWEDWARDS LIFESCIENCES CORP COM-$2.1M
A
ABBVABBVIE INC COM-$2.0M
Top Holdings
M
MSFTMICROSOFT CORP COM+4.5%$51.1M
V
VVISA INC COM CL A+3.3%$37.7M
A
AAPLAPPLE INC COM+2.5%$28.0M
S
SCHXSCHWAB U.S. LARGE-CAP ETF+2.4%$27.6M
F
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A+2.2%$25.5M
Equity Positions (1,028)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.48% | $51.1M | 102,679 | $136.34 | $497.41 | +$11.6M |
V V | VISA INC COM CL A | 3.30% | $37.7M | 106,081 | $120.63 | $355.05 | +$129.8K |
A AAPL | APPLE INC COM | 2.46% | $28.0M | 136,659 | $91.63 | $205.17 | -$2.1M |
S SCHX | SCHWAB U.S. LARGE-CAP ETF | 2.42% | $27.6M | 1,130,555 | $14.54 | $24.44 | +$2.6M |
F FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 2.24% | $25.5M | 13,036 | $959.96 | $1956.47 | +$9.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+6.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
PHARMACEUTICAL PREPARATIONS
+5.3%
SERVICES-BUSINESS SERVICES, NEC
+5.0%
SEMICONDUCTORS & RELATED DEVICES
+2.8%