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
$4.61B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$41M
3
+$38.8M
4
WWD icon
Woodward
WWD
+$38.8M
5
FAF icon
First American
FAF
+$38M

Top Sells

1
+$9.33M
2
+$8.04M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.38M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.78M

Sector Composition

1 Industrials 15.36%
2 Financials 15.29%
3 Healthcare 12.3%
4 Technology 11.98%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.01%
3,667
-388
227
$339K 0.01%
2,814
-447
228
$328K 0.01%
4,094
229
$325K 0.01%
1,192
-74
230
$322K 0.01%
+728
231
$319K 0.01%
5,000
232
$318K 0.01%
1,500
233
$315K 0.01%
7,073
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234
$314K 0.01%
5,493
-2,020
235
$301K 0.01%
6,545
-80
236
$296K 0.01%
8,850
237
$290K 0.01%
18,440
238
$284K 0.01%
8,910
239
$283K 0.01%
2,538
240
$277K 0.01%
3,900
241
$264K 0.01%
3,037
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242
$243K 0.01%
+3,781
243
$239K 0.01%
734
244
$236K 0.01%
+3,859
245
$235K 0.01%
4,022
246
$226K ﹤0.01%
+2,642
247
$219K ﹤0.01%
1,762
248
$216K ﹤0.01%
+1,460
249
$210K ﹤0.01%
+1,600
250
$204K ﹤0.01%
1,464
-453
7 8 9
10
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