We are live on ! Find out more
AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
+7.19%
1 Year Est. Return
+17.33%
3 Year Est. Return
+59.36%
5 Year Est. Return
+74.25%
10 Year Est. Return
+247.66%
AUM
$1.14B
AUM Growth
+$67.6M
Cap. Flow
+$11.8M
Cap. Flow %
1.04%
Top 10 Hldgs %
23.91%
Holding
1,076
New
36
Increased
226
Reduced
246
Closed
31

Top Buys

Rank Stock Value
1
FCNCA icon
First Citizens BancShares
FCNCA
+$8.32M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.58M
3
ISRG icon
Intuitive Surgical
ISRG
+$2.44M
4
TSCO icon
Tractor Supply
TSCO
+$1.91M
5
UNH icon
UnitedHealth
UNH
+$1.74M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.59M
2
TMO icon
Thermo Fisher Scientific
TMO
+$2.39M
3
EW icon
Edwards Lifesciences
EW
+$2.18M
4
MELI icon
Mercado Libre
MELI
+$1.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M

Sector Composition

Rank Sector Weight
1 Technology 16.05%
2 Financials 13.94%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTVA icon
276
Corteva
CTVA
$50.9B
$438K 0.04%
5,873
-23
-0.4% -$1.53K
SPSM icon
277
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$410K 0.04%
9,613
-100
-1% -$4.03K
ETN icon
278
Eaton
ETN
$178B
$402K 0.04%
1,125
-220
-16% -$67.8K
SMMU icon
279
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$401K 0.04%
8,000
– –
BLD
280
DELISTED
TopBuild
BLD
$397K 0.03%
1,225
– –
DSTL icon
281
Distillate US Fundamental Stability & Value ETF
DSTL
$2.06B
$397K 0.03%
7,164
– –
DKNG icon
282
DraftKings
DKNG
$12.6B
$392K 0.03%
9,150
– –
GLDM icon
283
SPDR Gold MiniShares Trust
GLDM
$29.9B
$390K 0.03%
5,949
– –
GLD icon
284
SPDR Gold Trust
GLD
$143B
$389K 0.03%
1,277
+17
+1% +$5.15K
IFF icon
285
International Flavors & Fragrances
IFF
$21.7B
$389K 0.03%
5,287
-325
-6% -$24.5K
CAH icon
286
Cardinal Health
CAH
$55.9B
$378K 0.03%
2,251
+1
+0% +$148
SONY icon
287
Sony
SONY
$138B
$376K 0.03%
14,440
– –
PGR icon
288
Progressive
PGR
$123B
$375K 0.03%
1,406
-177
-11% -$48.5K
IWB icon
289
iShares Russell 1000 ETF
IWB
$50B
$374K 0.03%
1,101
-9
-0.8% -$2.83K
BR icon
290
Broadridge
BR
$19.5B
$365K 0.03%
1,500
– –
BRO icon
291
Brown & Brown
BRO
$23.9B
$360K 0.03%
3,251
– –
BATRA icon
292
Atlanta Braves Holdings Series A
BATRA
$3.49B
$359K 0.03%
7,290
– –
CARR icon
293
Carrier Global
CARR
$52.4B
$357K 0.03%
4,873
-849
-15% -$57.6K
GCOW icon
294
Pacer Global Cash Cows Dividend ETF
GCOW
$3.48B
$352K 0.03%
9,272
+14
+0.2% +$516
IYW icon
295
iShares US Technology ETF
IYW
$25.2B
$350K 0.03%
2,022
– –
IEFA icon
296
iShares Core MSCI EAFE ETF
IEFA
$195B
$347K 0.03%
4,161
+616
+17% +$48.9K
EXPD icon
297
Expeditors International
EXPD
$23B
$347K 0.03%
3,040
-100
-3% -$11.2K
SHEL icon
298
Shell
SHEL
$250B
$345K 0.03%
4,897
-200
-4% -$13.4K
NIM icon
299
Nuveen Select Maturities Municipal Fund
NIM
$115M
$343K 0.03%
37,869
– –
NUE icon
300
Nucor
NUE
$61.9B
$338K 0.03%
2,609
-212
-8% -$24.8K
10 11
12
13 14

Similar funds

SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
SCM
Sone Capital Management New York $1.19B AUM 14% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
PAMJ
Parvus Asset Management Jersey St. Helier, Jersey $1.18B AUM 53.98% 1-Year Est. Return

Anchor Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Anchor Investment Management held 1,076 positions worth $1.14B, up 6.3% from $1.07B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Anchor Investment Management's Q2 2025 filing shows 36 new, 226 increased, 246 reduced and 31 closed positions. Its largest new stake was ICF International: 2,941 shares worth $249K. The largest sale was Alphabet (Google) Class A, an estimated $2.59M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Healthcare.

  • Anchor Investment Management's largest Q2 2025 buy was ICF International: 2,941 shares worth $249K.
  • Anchor Investment Management added most to First Citizens BancShares in Q2 2025, an estimated $8.32M increase.
  • Anchor Investment Management's biggest Q2 2025 reduction was Alphabet (Google) Class A, cutting an estimated $2.59M.
  • Anchor Investment Management fully exited Patterson Companies, Inc. in Q2 2025, selling an estimated $73.4K.
  • Anchor Investment Management's ten largest holdings make up 24% of its $1.14B portfolio in Q2 2025.
  • Anchor Investment Management opened 36 new positions and closed 31 in Q2 2025.
  • Anchor Investment Management's portfolio value rose 6.3% quarter-over-quarter to $1.14B.

Based on Anchor Investment Management's 13F filing for Q2 2025, filed 19 Aug 2025.