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
IWM icon
376
iShares Russell 2000 ETF
IWM
$81.8B
$194K 0.02%
900
+157
+21% +$31.6K
ALLY icon
377
Ally Financial
ALLY
$13.4B
$193K 0.02%
4,945
+3
+0.1% +$104
CCK icon
378
Crown Holdings
CCK
$13.1B
$192K 0.02%
1,865
– –
SAN icon
379
Banco Santander
SAN
$210B
$191K 0.02%
23,000
– –
GEHC icon
380
GE HealthCare
GEHC
$32.9B
$187K 0.02%
2,530
– –
MOO icon
381
VanEck Agribusiness ETF
MOO
$979M
$187K 0.02%
2,544
– –
EXPE icon
382
Expedia Group
EXPE
$38.5B
$187K 0.02%
1,107
-90
-8% -$14.6K
USMV icon
383
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$186K 0.02%
1,983
– –
XAR icon
384
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$186K 0.02%
880
– –
TMHC
385
DELISTED
Taylor Morrison
TMHC
$184K 0.02%
3,000
– –
DLTR icon
386
Dollar Tree
DLTR
$24.6B
$182K 0.02%
1,834
– –
YUM icon
387
Yum! Brands
YUM
$39.5B
$179K 0.02%
1,209
-120
-9% -$17.5K
SCHG icon
388
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$178K 0.02%
6,096
-400
-6% -$10.6K
PNR icon
389
Pentair
PNR
$10.7B
$177K 0.02%
1,724
-50
-3% -$4.67K
GPC icon
390
Genuine Parts
GPC
$18.6B
$174K 0.02%
1,438
+4
+0.3% +$481
IDV icon
391
iShares International Select Dividend ETF
IDV
$8.52B
$174K 0.02%
5,038
-402
-7% -$13.1K
FSS icon
392
Federal Signal
FSS
$7.86B
$174K 0.02%
1,632
– –
XYL icon
393
Xylem
XYL
$28.8B
$173K 0.02%
1,337
– –
PRU icon
394
Prudential Financial
PRU
$42.2B
$173K 0.02%
1,608
– –
IWS icon
395
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$172K 0.02%
1,305
– –
ETX
396
Eaton Vance Municipal Income 2028 Term Trust
ETX
$199M
$169K 0.01%
9,400
– –
TGTX icon
397
TG Therapeutics
TGTX
$7.64B
$169K 0.01%
4,700
– –
VNT icon
398
Vontier
VNT
$4.61B
$169K 0.01%
4,583
– –
CLS icon
399
Celestica
CLS
$39.1B
$168K 0.01%
1,075
-75
-7% -$7.97K
DEO icon
400
Diageo
DEO
$52.8B
$164K 0.01%
1,625
+200
+14% +$21.7K
14 15
16
17 18

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.