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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
CUBE icon
551
CubeSmart
CUBE
$9.2B
$62.1K 0.01%
1,462
– –
NULG icon
552
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$61.9K 0.01%
659
– –
WEC icon
553
WEC Energy
WEC
$34.8B
$61.2K 0.01%
587
– –
ULTA icon
554
Ulta Beauty
ULTA
$23.3B
$60.8K 0.01%
130
-68
-34% -$28.1K
KBR icon
555
KBR
KBR
$4.74B
$59.9K 0.01%
1,250
– –
TECL icon
556
Direxion Daily Technology Bull 3x ETF
TECL
$6.02B
$59.4K 0.01%
+635
New +$42K
ACWI icon
557
iShares MSCI ACWI ETF
ACWI
$33.3B
$59.4K 0.01%
462
– –
VOOG icon
558
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$59.1K 0.01%
894
– –
UTG icon
559
Reaves Utility Income Fund
UTG
$3.63B
$58.7K 0.01%
1,622
+27
+2% +$902
MKC icon
560
McCormick & Company Non-Voting
MKC
$14.2B
$58.6K 0.01%
773
– –
GMOI
561
GMO International Value ETF
GMOI
$564M
$58.4K 0.01%
2,000
– –
CCI icon
562
Crown Castle
CCI
$31.3B
$58.4K 0.01%
568
-759
-57% -$76.8K
TTE icon
563
TotalEnergies
TTE
$195B
$57.8K 0.01%
942
– –
EME icon
564
Emcor
EME
$36B
$56.7K 0.01%
106
– –
MDY icon
565
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$56.6K 0.01%
100
– –
PGF icon
566
Invesco Financial Preferred ETF
PGF
$668M
$56.4K 0.01%
4,000
– –
DVN icon
567
Devon Energy
DVN
$49.9B
$56.2K ﹤0.01%
1,767
+1
+0.1% +$32
ANET icon
568
Arista Networks
ANET
$250B
$55.2K ﹤0.01%
540
– –
WELL icon
569
Welltower
WELL
$163B
$53.8K ﹤0.01%
350
+50
+17% +$7.47K
SPG icon
570
Simon Property Group
SPG
$71B
$53.7K ﹤0.01%
334
– –
NUDM icon
571
Nuveen ESG International Developed Markets Equity ETF
NUDM
$723M
$53.1K ﹤0.01%
1,495
– –
BUD icon
572
AB InBev
BUD
$159B
$53.1K ﹤0.01%
772
– –
KHC icon
573
Kraft Heinz
KHC
$29.2B
$52.6K ﹤0.01%
2,037
+3
+0.1% +$83
TKR icon
574
Timken Company
TKR
$8.91B
$52.4K ﹤0.01%
722
– –
SPXL icon
575
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
$52.1K ﹤0.01%
+300
New +$42.3K
21 22
23
24 25

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MMFA
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PAMJ
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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.