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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
WTW icon
951
Willis Towers Watson
WTW
$31.9B
$2.15K ﹤0.01%
7
– –
SPAB icon
952
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
$2.07K ﹤0.01%
81
– –
AMTM
953
Amentum Holdings
AMTM
$5.58B
$2.05K ﹤0.01%
87
-438
-83% -$9.15K
LVS icon
954
Las Vegas Sands
LVS
$29.6B
$2.03K ﹤0.01%
47
+1
+2% +$39
MLPA icon
955
Global X MLP ETF
MLPA
$2.28B
$2.01K ﹤0.01%
+40
New +$1.99K
TTEK icon
956
Tetra Tech
TTEK
$9.11B
$1.98K ﹤0.01%
55
– –
MANH icon
957
Manhattan Associates
MANH
$11.4B
$1.98K ﹤0.01%
10
– –
RACE icon
958
Ferrari
RACE
$72B
$1.96K ﹤0.01%
4
– –
ZM icon
959
Zoom
ZM
$31.1B
$1.95K ﹤0.01%
25
– –
DOCU
960
DocuSign
DOCU
$11.3B
$1.95K ﹤0.01%
25
– –
URA icon
961
Global X Uranium ETF
URA
$6.29B
$1.94K ﹤0.01%
50
– –
WYNN icon
962
Wynn Resorts
WYNN
$10.7B
$1.92K ﹤0.01%
20
– –
ROST icon
963
Ross Stores
ROST
$81.4B
$1.91K ﹤0.01%
15
– –
APTV icon
964
Aptiv
APTV
$10.4B
$1.91K ﹤0.01%
28
– –
DTM icon
965
DT Midstream
DTM
$13.8B
$1.87K ﹤0.01%
17
– –
NGG icon
966
National Grid
NGG
$80.8B
$1.86K ﹤0.01%
+25
New +$1.72K
DJT icon
967
Trump Media & Technology Group
DJT
$2.46B
$1.8K ﹤0.01%
100
– –
RKLB icon
968
Rocket Lab Corp
RKLB
$50.4B
$1.79K ﹤0.01%
+50
New +$1.22K
RXRX icon
969
Recursion Pharmaceuticals
RXRX
$1.78B
$1.76K ﹤0.01%
347
– –
AMPH icon
970
Amphastar Pharmaceuticals
AMPH
$869M
$1.72K ﹤0.01%
75
-75
-50% -$1.86K
MTZ icon
971
MasTec
MTZ
$21.8B
$1.7K ﹤0.01%
+10
New +$1.44K
LLYVA icon
972
Liberty Live Group Series A
LLYVA
$9.27B
$1.67K ﹤0.01%
21
– –
FOX icon
973
Fox Class B
FOX
$23.1B
$1.65K ﹤0.01%
32
– –
REZ icon
974
iShares Residential and Multisector Real Estate ETF
REZ
$846M
$1.65K ﹤0.01%
20
– –
HDSN
975
Hudson Technologies
HDSN
$236M
$1.62K ﹤0.01%
200
– –
37 38
39
40 41

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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.