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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
COO icon
526
Cooper Companies
COO
$14.8B
$77.1K 0.01%
1,084
– –
DAR icon
527
Darling Ingredients
DAR
$9.96B
$75.9K 0.01%
2,000
– –
BSMP
528
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$73.6K 0.01%
3,000
– –
BFAM icon
529
Bright Horizons
BFAM
$3.78B
$73.4K 0.01%
594
-60
-9% -$7.36K
FTCS icon
530
First Trust Capital Strength ETF
FTCS
$7.97B
$72.7K 0.01%
800
– –
MTD icon
531
Mettler-Toledo International
MTD
$28.7B
$71.7K 0.01%
61
– –
BSMQ icon
532
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
$70.7K 0.01%
3,000
– –
ALLE icon
533
Allegion
ALLE
$14.1B
$70.3K 0.01%
488
– –
DECK icon
534
Deckers Outdoor
DECK
$12.6B
$69.5K 0.01%
674
+170
+34% +$18.8K
VPL icon
535
Vanguard FTSE Pacific ETF
VPL
$8.58B
$68.2K 0.01%
830
– –
MELI icon
536
Mercado Libre
MELI
$95.5B
$68K 0.01%
26
-561
-96% -$1.31M
BAH icon
537
Booz Allen Hamilton
BAH
$9.31B
$67.9K 0.01%
652
+50
+8% +$5.6K
VOE icon
538
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$67.3K 0.01%
409
+7
+2% +$1.11K
BWA icon
539
BorgWarner
BWA
$14.1B
$67K 0.01%
2,000
-100
-5% -$3.07K
HWM icon
540
Howmet Aerospace
HWM
$113B
$66.6K 0.01%
358
+25
+8% +$3.85K
SBRA icon
541
Sabra Healthcare REIT
SBRA
$5.16B
$66.3K 0.01%
3,594
+261
+8% +$4.63K
ELS icon
542
Equity Lifestyle Properties
ELS
$12.4B
$65.6K 0.01%
1,064
+51
+5% +$3.25K
ALNY icon
543
Alnylam Pharmaceuticals
ALNY
$29.7B
$65.2K 0.01%
200
– –
BRHY
544
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$137M
$64.1K 0.01%
1,238
+15
+1% +$759
FHLC icon
545
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$64K 0.01%
1,000
– –
SPYD icon
546
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
$63.7K 0.01%
1,500
– –
WOR icon
547
Worthington Enterprises
WOR
$2.76B
$63.6K 0.01%
999
– –
TER icon
548
Teradyne
TER
$63.1B
$63.6K 0.01%
707
– –
TY icon
549
TRI-Continental Corp
TY
$1.91B
$63.3K 0.01%
2,000
– –
XLI icon
550
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$62.8K 0.01%
426
– –
20 21
22
23 24

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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.