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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
GGAL icon
751
Galicia Financial Group
GGAL
$7.15B
$15.3K ﹤0.01%
303
– –
CLF icon
752
Cleveland-Cliffs
CLF
$7.08B
$15.2K ﹤0.01%
2,000
– –
ELF icon
753
e.l.f. Beauty
ELF
$5.61B
$15.1K ﹤0.01%
121
+110
+1,000% +$9.39K
ALC icon
754
Alcon
ALC
$36.4B
$15K ﹤0.01%
170
-80
-32% -$7.18K
POWL icon
755
Powell Industries
POWL
$7.59B
$14.7K ﹤0.01%
210
-75
-26% -$4.53K
IYM icon
756
iShares US Basic Materials ETF
IYM
$1.03B
$14.7K ﹤0.01%
105
– –
EMB icon
757
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$14.6K ﹤0.01%
+158
New +$14.2K
RRC icon
758
Range Resources
RRC
$9.5B
$14.2K ﹤0.01%
350
– –
NUKZ icon
759
Range Nuclear Renaissance Index ETF
NUKZ
$802M
$14.1K ﹤0.01%
250
– –
TTC icon
760
Toro Company
TTC
$9.41B
$14.1K ﹤0.01%
200
– –
FTV icon
761
Fortive
FTV
$18.6B
$14K ﹤0.01%
269
-88
-25% -$4.61K
JBL icon
762
Jabil
JBL
$37.4B
$13.7K ﹤0.01%
63
-35
-36% -$5.67K
IAI icon
763
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$13.7K ﹤0.01%
81
– –
TTD icon
764
Trade Desk
TTD
$6.37B
$13.7K ﹤0.01%
190
– –
WAB icon
765
Wabtec
WAB
$50.3B
$13.6K ﹤0.01%
65
– –
ITA icon
766
iShares US Aerospace & Defense ETF
ITA
$15B
$13.6K ﹤0.01%
72
– –
LSCC icon
767
Lattice Semiconductor
LSCC
$17.9B
$13.5K ﹤0.01%
275
– –
GSY icon
768
Invesco Ultra Short Duration ETF
GSY
$3.88B
$13.4K ﹤0.01%
268
+3
+1% +$150
SPXC icon
769
SPX Corp
SPXC
$10.9B
$13.4K ﹤0.01%
80
– –
VNOM icon
770
Viper Energy
VNOM
$15.4B
$13.3K ﹤0.01%
350
– –
CBOE icon
771
Cboe Global Markets
CBOE
$29.5B
$13.3K ﹤0.01%
57
– –
IVOV icon
772
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.37B
$13.2K ﹤0.01%
138
– –
FELV icon
773
Fidelity Enhanced Large Cap Value ETF
FELV
$3.43B
$13.1K ﹤0.01%
+412
New +$12.5K
VRT icon
774
Vertiv
VRT
$108B
$12.8K ﹤0.01%
100
– –
FNDC icon
775
Schwab Fundamental International Small Company Index ETF
FNDC
$3.15B
$12.6K ﹤0.01%
300
– –
29 30
31
32 33

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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.