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
$3.95B
AUM Growth
-$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$17.4M
3
+$16.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$16.1M
5
SHEL icon
Shell
SHEL
+$15.3M

Top Sells

1
+$36.7M
2
+$23.9M
3
+$21.1M
4
HPP
Hudson Pacific Properties
HPP
+$16.7M
5
META icon
Meta Platforms (Facebook)
META
+$14.5M

Sector Composition

1 Financials 16.01%
2 Industrials 15.92%
3 Technology 12.85%
4 Consumer Discretionary 9.72%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$450K 0.01%
9,780
-5,252
227
$445K 0.01%
2,440
228
$426K 0.01%
25,270
+3,440
229
$407K 0.01%
6,609
230
$403K 0.01%
3,379
231
$403K 0.01%
4,775
+928
232
$396K 0.01%
1,608
+62
233
$386K 0.01%
17,380
234
$369K 0.01%
3,409
-771
235
$353K 0.01%
424
-44,025
236
$346K 0.01%
4,600
237
$345K 0.01%
12,050
-2,033
238
$325K 0.01%
3,060
239
$305K 0.01%
4,350
240
$303K 0.01%
30,376
+14,270
241
$302K 0.01%
1,330
+140
242
$300K 0.01%
1,235
-177
243
$295K 0.01%
7,075
244
$293K 0.01%
3,544
-50
245
$292K 0.01%
188,505
+70,865
246
$289K 0.01%
1,169
-200
247
$287K 0.01%
3,535
248
$286K 0.01%
4,867
249
$279K 0.01%
1,600
250
$274K 0.01%
812
-4
8 9
10
11 12