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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
SKYY icon
501
First Trust Cloud Computing ETF
SKYY
$3.22B
$87.7K 0.01%
721
+57
+9% +$6.23K
CALF icon
502
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.85B
$86.8K 0.01%
2,180
– –
LNC icon
503
Lincoln National
LNC
$8.51B
$86.3K 0.01%
2,495
– –
JPC icon
504
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$86.1K 0.01%
10,733
+46
+0.4% +$357
MOTI icon
505
VanEck Morningstar International Moat ETF
MOTI
$76.3M
$86K 0.01%
2,479
– –
PEG icon
506
Public Service Enterprise Group
PEG
$37.5B
$85.5K 0.01%
1,016
+20
+2% +$1.61K
COWZ icon
507
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$85.2K 0.01%
1,546
-171
-10% -$9.05K
KDP icon
508
Keurig Dr Pepper
KDP
$39.7B
$84.9K 0.01%
2,567
– –
ODFL icon
509
Old Dominion Freight Line
ODFL
$43.4B
$84.8K 0.01%
523
-99
-16% -$15.8K
IYF icon
510
iShares US Financials ETF
IYF
$4.4B
$84.6K 0.01%
699
+2
+0.3% +$225
AZN icon
511
AstraZeneca
AZN
$246B
$84.1K 0.01%
602
– –
MKTX icon
512
MarketAxess Holdings
MKTX
$5.72B
$84K 0.01%
376
– –
FFIV icon
513
F5
FFIV
$23.4B
$83.9K 0.01%
285
– –
EFX icon
514
Equifax
EFX
$21.4B
$83.5K 0.01%
322
– –
SAP icon
515
SAP
SAP
$242B
$83.3K 0.01%
274
– –
IP icon
516
International Paper
IP
$22.1B
$81.4K 0.01%
1,738
– –
JXI icon
517
iShares Global Utilities ETF
JXI
$306M
$81.1K 0.01%
1,100
– –
HLI icon
518
Houlihan Lokey
HLI
$8.77B
$81K 0.01%
450
– –
UTHR icon
519
United Therapeutics
UTHR
$22.1B
$80.5K 0.01%
280
– –
WDFC icon
520
WD-40
WDFC
$3.13B
$79.8K 0.01%
350
– –
MQY icon
521
BlackRock MuniYield Quality Fund
MQY
$814M
$79.2K 0.01%
7,131
+1,150
+19% +$12.7K
EMN icon
522
Eastman Chemical
EMN
$8.55B
$79.1K 0.01%
1,060
-360
-25% -$28.3K
ICLN icon
523
iShares Global Clean Energy ETF
ICLN
$2.09B
$78.7K 0.01%
6,000
+3,000
+100% +$36.8K
GSLC icon
524
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.9B
$78.4K 0.01%
646
+299
+86% +$33.6K
SCHY icon
525
Schwab International Dividend Equity ETF
SCHY
$2.54B
$77.2K 0.01%
2,824
+637
+29% +$16.8K
19 20
21
22 23

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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.