ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.46B
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$42.9M
3
+$37.2M
4
BSX icon
Boston Scientific
BSX
+$18.2M
5
BAH icon
Booz Allen Hamilton
BAH
+$16.5M

Top Sells

1
+$31.6M
2
+$19.9M
3
+$16.2M
4
RGC
Regal Entertainment Group
RGC
+$16.1M
5
HIG icon
Hartford Financial Services
HIG
+$13.2M

Sector Composition

1 Financials 21.04%
2 Healthcare 13.36%
3 Technology 12.88%
4 Industrials 7.81%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$738K 0.03%
16,504
-223,750
227
$731K 0.03%
+7,000
228
$728K 0.03%
+4,500
229
$723K 0.03%
20,962
+362
230
$717K 0.03%
4,458
231
$713K 0.02%
+27,700
232
$699K 0.02%
+37,500
233
$685K 0.02%
+15,301
234
$681K 0.02%
+11,000
235
$668K 0.02%
12,794
-454
236
$666K 0.02%
11,011
+200
237
$649K 0.02%
+7,000
238
$648K 0.02%
35,821
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239
$633K 0.02%
11,374
-1,000
240
$622K 0.02%
2,332
+54
241
$598K 0.02%
19,359
-804
242
$583K 0.02%
17,607
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243
$576K 0.02%
9,220
244
$572K 0.02%
+12,001
245
$562K 0.02%
7,101
246
$559K 0.02%
42,013
+1,185
247
$556K 0.02%
31,963
-95,653
248
$555K 0.02%
4,630
-41,905
249
$547K 0.02%
24,191
-15,169
250
$479K 0.02%
8,595
8 9
10
11 12