Long-term investor
Anchor Investment Management, LLC @anchorinvestmentmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001634149).
Record
- Tracked since 2025-03-31 (539 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown -2.7% · Sharpe 0.78 · win rate 34% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 3.0% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- V · 2.7% · long · since 2025-06-30
- 02079K107 · 2.7% · long · since 2025-06-30
- 808524201 · 2.6% · long · since 2025-06-30
- 31946M103 · 2.5% · long · since 2025-06-30
- 92204A702 · 1.9% · long · since 2025-06-30
- 46138J643 · 1.9% · long · since 2025-06-30
- 46138J783 · 1.9% · long · since 2025-06-30
- 46138G649 · 1.8% · long · since 2025-06-30
- 46138J577 · 1.7% · long · since 2025-06-30
- 02079K305 · 1.7% · long · since 2025-06-30