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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
CALM icon
826
Cal-Maine
CALM
$3.87B
$8.46K ﹤0.01%
85
+3
+4% +$287
VAL icon
827
Valaris
VAL
$6.03B
$8.42K ﹤0.01%
200
– –
VRSK icon
828
Verisk Analytics
VRSK
$23.6B
$8.41K ﹤0.01%
27
– –
OXY icon
829
Occidental Petroleum
OXY
$59B
$8.4K ﹤0.01%
200
– –
SFST icon
830
Southern First Bancshares
SFST
$603M
$8.29K ﹤0.01%
218
– –
MHD icon
831
BlackRock MuniHoldings Fund
MHD
$605M
$8.29K ﹤0.01%
740
– –
FITB
832
Fifth Third Bancorp
FITB
$52.2B
$8.23K ﹤0.01%
200
– –
IEUR icon
833
iShares Core MSCI Europe ETF
IEUR
$9.14B
$8.21K ﹤0.01%
124
– –
WH icon
834
Wyndham Hotels & Resorts
WH
$5.38B
$8.12K ﹤0.01%
100
– –
PLUG icon
835
Plug Power
PLUG
$3.1B
$8.05K ﹤0.01%
5,400
– –
LYV icon
836
Live Nation Entertainment
LYV
$42.7B
$8.02K ﹤0.01%
53
– –
RYN icon
837
Rayonier
RYN
$6.45B
$7.92K ﹤0.01%
374
– –
RGP icon
838
Resources Connection
RGP
$144M
$7.89K ﹤0.01%
1,470
-100
-6% -$543
EVX icon
839
VanEck Environmental Services ETF
EVX
$102M
$7.66K ﹤0.01%
200
– –
WCN
840
Waste Connections
WCN
$42B
$7.66K ﹤0.01%
41
– –
MVT
841
DELISTED
BlackRock MuniVest Fund II
MVT
$7.64K ﹤0.01%
740
– –
ARKG icon
842
ARK Genomic Revolution ETF
ARKG
$1.79B
$7.61K ﹤0.01%
312
– –
TEAM icon
843
Atlassian
TEAM
$39.1B
$7.51K ﹤0.01%
37
– –
WCC
844
WESCO International
WCC
$17.8B
$7.41K ﹤0.01%
40
-35
-47% -$5.77K
EINC icon
845
VanEck Energy Income ETF
EINC
$79.1M
$7.4K ﹤0.01%
75
– –
GPK icon
846
Graphic Packaging
GPK
$3.54B
$7.38K ﹤0.01%
350
– –
RETL icon
847
Direxion Daily Retail Bull 3X ETF
RETL
$28.1M
$7.22K ﹤0.01%
950
-550
-37% -$3.61K
MFM
848
Aberdeen Municipal Income Fund
MFM
$222M
$7.21K ﹤0.01%
1,394
+9
+0.6% +$46
AAP icon
849
Advance Auto Parts
AAP
$3.19B
$7.21K ﹤0.01%
155
– –
IYE icon
850
iShares US Energy ETF
IYE
$1.79B
$7.1K ﹤0.01%
157
– –
32 33
34
35 36

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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.