Anchor Capital Management Group Inc

data from 30/09/2025

Capitalization

$ 197.535 M -8.15 %

Average holding period

3 ans

Performance

$ 25.751 M 13.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Anchor Capital Management Group Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 QQQ Invesco 61.70% 121.875 M $ 203000 2024/12/31 10.953 M $ 8.83 %
2025/09/30 SPY SPDR 25.29% 49.964 M $ 75000 2024/12/31 3.866 M $ 7.82 %
2025/09/30 First American 2.61% 5.159 M $ 5159176 2024/12/31 0.000 $ 0.00 %
2025/09/30 QYLD Global X 1.46% 2.883 M $ 169500 2024/12/31 49.155 K $ 1.73 %
2025/09/30 PDI Pimco 1.25% 2.461 M $ 124300 2024/12/31 103.169 K $ 4.38 %
2025/09/30 JEPI JPMorgan 1.16% 2.284 M $ 40000 2024/12/31 10.000 K $ 0.44 %
2025/09/30 JEPQ JPMorgan 1.08% 2.128 M $ 37000 2024/12/31 115.440 K $ 5.74 %
2025/09/30 PDO Pimco 0.96% 1.899 M $ 134500 2024/12/31 86.079 K $ 4.75 %
2025/09/30 FTHI First Trust 0.80% 1.589 M $ 67000 2024/12/31 57.619 K $ 3.76 %
2025/09/30 FTQI First Trust 0.77% 1.524 M $ 74000 2024/12/31 76.960 K $ 5.32 %
2025/09/30 QQQY Defiance 0.71% 1.410 M $ 54833 2024/12/31 -21.933 K $ -1.53 %
2025/09/30 WDTE Defiance 0.69% 1.356 M $ 40000 2024/12/31 -13.600 K $ -0.99 %
2025/09/30 JQC Nuveen 0.47% 922.250 K $ 175000 2024/12/31 -21.000 K $ -2.23 %
2025/09/30 QQQH NEOS 0.39% 761.569 K $ 14000 2025/03/31 28.279 K $ 3.86 %
2025/09/30 BST BlackRock 0.38% 744.480 K $ 18000 2024/12/31 57.419 K $ 8.36 %
2025/09/30 JPC Nuveen 0.29% 574.000 K $ 70000 2024/12/31 12.599 K $ 2.24 %
2025/09/30 YYY Amplify 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 EFA iShares 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %