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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
RCUS icon
1026
Arcus Biosciences
RCUS
$3.62B
$244 ﹤0.01%
30
– –
VFC icon
1027
VF Corp
VFC
$5.85B
$188 ﹤0.01%
16
– –
CRON
1028
Cronos Group
CRON
$1.11B
$151 ﹤0.01%
79
– –
ZIMV
1029
DELISTED
ZimVie
ZIMV
$150 ﹤0.01%
16
– –
EMBC icon
1030
Embecta
EMBC
$287M
$145 ﹤0.01%
15
– –
INGR icon
1031
Ingredion
INGR
$6.59B
$138 ﹤0.01%
1
– –
KTB icon
1032
Kontoor Brands
KTB
$4.15B
$132 ﹤0.01%
2
– –
VT icon
1033
Vanguard Total World Stock ETF
VT
$81.2B
$129 ﹤0.01%
+1
New +$120
EG icon
1034
Everest Group
EG
$14.2B
– –
0
– –
BG icon
1035
Bunge Global
BG
$21.5B
$120 ﹤0.01%
1
– –
ONL
1036
Orion Office REIT
ONL
$157M
$119 ﹤0.01%
56
– –
FUBO icon
1037
FuboTV Inc
FUBO
$286M
$97 ﹤0.01%
2
– –
CHPT icon
1038
ChargePoint
CHPT
$160M
$70 ﹤0.01%
5
– –
NWE icon
1039
NorthWestern Energy
NWE
$4.35B
$54 ﹤0.01%
1
– –
ORI icon
1040
Old Republic International
ORI
$10.3B
$40 ﹤0.01%
1
– –
UPLD icon
1041
Upland Software
UPLD
$14.3M
$33 ﹤0.01%
2
– –
NERV icon
1042
Minerva Neurosciences
NERV
$217M
$21 ﹤0.01%
12
– –
SOUN icon
1043
SoundHound AI
SOUN
$3.21B
$11 ﹤0.01%
1
– –
CGC
1044
Canopy Growth
CGC
$422M
$5 ﹤0.01%
4
– –
APO icon
1045
Apollo Global Management
APO
$80.7B
– –
-75
Closed -$10.3K
CAVA icon
1046
CAVA Group
CAVA
$7.21B
– –
-100
Closed -$8.64K
CRWD icon
1047
CrowdStrike
CRWD
$226B
– –
-180
Closed -$15.9K
DFS
1048
DELISTED
Discover Financial Services
DFS
– –
-371
Closed -$63.3K
DPZ icon
1049
Domino's
DPZ
$11.8B
– –
-30
Closed -$13.8K
EIX icon
1050
Edison International
EIX
$26.6B
– –
-12
Closed -$707
39 40 41
42
43

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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.