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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
MRVL icon
576
Marvell Technology
MRVL
$191B
$52K ﹤0.01%
672
– –
FRA icon
577
BlackRock Floating Rate Income Strategies Fund
FRA
$391M
$52K ﹤0.01%
3,955
+10
+0.3% +$126
WBD icon
578
Warner Bros
WBD
$67.9B
$51.9K ﹤0.01%
4,528
– –
FSK icon
579
FS KKR Capital
FSK
$3.39B
$51.9K ﹤0.01%
2,500
– –
EQIX icon
580
Equinix
EQIX
$102B
$51.7K ﹤0.01%
65
– –
IUSB icon
581
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$51.4K ﹤0.01%
+1,112
New +$50.7K
CHH icon
582
Choice Hotels
CHH
$4.62B
$51.4K ﹤0.01%
405
– –
EQT icon
583
EQT Corp
EQT
$34B
$51K ﹤0.01%
875
+500
+133% +$27K
CEG icon
584
Constellation Energy
CEG
$98.6B
$49.8K ﹤0.01%
154
– –
MCHP icon
585
Microchip Technology
MCHP
$44B
$49.3K ﹤0.01%
700
– –
GIS icon
586
General Mills
GIS
$20.2B
$49K ﹤0.01%
945
-153
-14% -$8.44K
IUS icon
587
Invesco RAFI Strategic US ETF
IUS
$953M
$48.4K ﹤0.01%
940
– –
HEI.A icon
588
HEICO Corp Class A
HEI.A
$37B
$47.9K ﹤0.01%
185
– –
NVG icon
589
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$47.7K ﹤0.01%
4,000
– –
AWR icon
590
American States Water
AWR
$3.47B
$47.2K ﹤0.01%
616
+4
+0.7% +$314
WBA
591
DELISTED
Walgreens Boots Alliance
WBA
$46.7K ﹤0.01%
4,070
-138
-3% -$1.54K
USFD icon
592
US Foods
USFD
$23.9B
$46.2K ﹤0.01%
600
– –
BANC icon
593
Banc of California
BANC
$3.09B
$46.1K ﹤0.01%
3,284
– –
ACHR icon
594
Archer Aviation
ACHR
$5.23B
$46K ﹤0.01%
4,244
+920
+28% +$8.61K
THO icon
595
Thor Industries
THO
$4.23B
$45.1K ﹤0.01%
508
– –
AME icon
596
Ametek
AME
$58.8B
$45.1K ﹤0.01%
249
-6
-2% -$1.03K
PPL
597
PPL Corp
PPL
$26.5B
$44.9K ﹤0.01%
1,325
+25
+2% +$870
SMG icon
598
ScottsMiracle-Gro
SMG
$3.61B
$44.8K ﹤0.01%
679
– –
PWR icon
599
Quanta Services
PWR
$101B
$44.2K ﹤0.01%
117
+87
+290% +$27.9K
FUN icon
600
Cedar Fair
FUN
$1.63B
$43.8K ﹤0.01%
1,440
– –
22 23
24
25 26

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MMFA
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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.