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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
ALE
726
DELISTED
Allete
ALE
$19.2K ﹤0.01%
300
– –
EXE
727
Expand Energy Corp
EXE
$22.7B
$18.7K ﹤0.01%
160
-5
-3% -$558
XYZ
728
Block Inc
XYZ
$47.5B
$18.5K ﹤0.01%
273
-18
-6% -$1.05K
MPWR icon
729
Monolithic Power Systems
MPWR
$68.9B
$18.3K ﹤0.01%
25
– –
HPF
730
John Hancock Preferred Income Fund II
HPF
$345M
$18.2K ﹤0.01%
1,153
-710
-38% -$11.2K
ICF icon
731
iShares Select U.S. REIT ETF
ICF
$2.07B
$18K ﹤0.01%
295
-75
-20% -$4.54K
CR icon
732
Crane Co
CR
$12.7B
$18K ﹤0.01%
95
– –
EAT icon
733
Brinker International
EAT
$9.49B
$18K ﹤0.01%
100
– –
IWP icon
734
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$18K ﹤0.01%
130
– –
SEIC icon
735
SEI Investments
SEIC
$12.6B
$18K ﹤0.01%
200
– –
CASY icon
736
Casey's General Stores
CASY
$30.7B
$17.9K ﹤0.01%
35
– –
ARKK icon
737
ARK Innovation ETF
ARKK
$6.38B
$17.6K ﹤0.01%
250
– –
DPST icon
738
Direxion Daily Regional Banks Bull 3X ETF
DPST
$400M
$17.4K ﹤0.01%
200
-300
-60% -$22.1K
VMBS icon
739
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$17.2K ﹤0.01%
+371
New +$17K
MSCI icon
740
MSCI
MSCI
$40.8B
$16.7K ﹤0.01%
29
+4
+16% +$2.21K
QYLD icon
741
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$16.7K ﹤0.01%
1,000
– –
CFFI icon
742
C&F Financial
CFFI
$278M
$16.5K ﹤0.01%
268
– –
VONV icon
743
Vanguard Russell 1000 Value ETF
VONV
$22B
$16.5K ﹤0.01%
194
– –
LBTYA icon
744
Liberty Global Class A
LBTYA
$3.48B
$16.5K ﹤0.01%
1,650
– –
PNFP icon
745
Pinnacle Financial Partners Inc
PNFP
$16B
$16.3K ﹤0.01%
148
– –
MUSA icon
746
Murphy USA
MUSA
$10B
$16.3K ﹤0.01%
40
– –
VNQI icon
747
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$16K ﹤0.01%
347
– –
CHD icon
748
Church & Dwight Co
CHD
$24.4B
$15.5K ﹤0.01%
161
– –
TJX icon
749
TJX Companies
TJX
$172B
$15.3K ﹤0.01%
124
– –
F icon
750
Ford
F
$55.7B
$15.3K ﹤0.01%
1,409
– –
28 29
30
31 32

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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.