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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
ARTY
926
iShares Future AI & Tech ETF
ARTY
$3.82B
$3.08K ﹤0.01%
+75
New +$2.62K
SCZ icon
927
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$3.05K ﹤0.01%
42
– –
ROBO icon
928
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
$2.99K ﹤0.01%
50
– –
MOH icon
929
Molina Healthcare
MOH
$10.2B
$2.98K ﹤0.01%
10
– –
AVDX
930
DELISTED
AvidXchange
AVDX
$2.94K ﹤0.01%
300
– –
GM icon
931
General Motors
GM
$78.2B
$2.9K ﹤0.01%
59
– –
IYH icon
932
iShares US Healthcare ETF
IYH
$3.77B
$2.88K ﹤0.01%
51
– –
WST icon
933
West Pharmaceutical
WST
$24.8B
$2.84K ﹤0.01%
13
-23
-64% -$4.92K
RIVN icon
934
Rivian
RIVN
$23.7B
$2.75K ﹤0.01%
200
– –
UPST icon
935
Upstart Holdings
UPST
$2.87B
$2.65K ﹤0.01%
41
– –
SLV icon
936
iShares Silver Trust
SLV
$31.5B
$2.63K ﹤0.01%
80
– –
BOX icon
937
Box
BOX
$4.57B
$2.56K ﹤0.01%
75
– –
VALE icon
938
Vale
VALE
$61.2B
$2.43K ﹤0.01%
250
– –
TRI icon
939
Thomson Reuters
TRI
$45.6B
$2.41K ﹤0.01%
12
-71
-86% -$13.5K
BFLY icon
940
Butterfly Network
BFLY
$2.52B
$2.4K ﹤0.01%
1,200
– –
EA
941
DELISTED
Electronic Arts
EA
$2.4K ﹤0.01%
15
– –
ABNB icon
942
Airbnb
ABNB
$112B
$2.38K ﹤0.01%
18
– –
TDC icon
943
Teradata
TDC
$2.53B
$2.37K ﹤0.01%
106
– –
PRKS icon
944
United Parks & Resorts
PRKS
$2B
$2.36K ﹤0.01%
50
-50
-50% -$2.23K
SYF icon
945
Synchrony
SYF
$25.6B
$2.34K ﹤0.01%
35
– –
ROK icon
946
Rockwell Automation
ROK
$49.8B
$2.33K ﹤0.01%
7
– –
P
947
Everpure Inc
P
$35.9B
$2.3K ﹤0.01%
40
– –
FNDA icon
948
Schwab Fundamental US Small Company Index ETF
FNDA
$9.34B
$2.29K ﹤0.01%
80
– –
EXEEL
949
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$2.27K ﹤0.01%
21
– –
MBC icon
950
MasterBrand
MBC
$1.89B
$2.19K ﹤0.01%
200
– –
36 37
38
39 40

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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.