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
$3.76B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$26.5M
3
+$13.8M
4
MBB icon
iShares MBS ETF
MBB
+$9.29M
5
UNH icon
UnitedHealth
UNH
+$8.87M

Top Sells

1
+$51.2M
2
+$23.9M
3
+$17.4M
4
FAF icon
First American
FAF
+$15.8M
5
BSX icon
Boston Scientific
BSX
+$10.9M

Sector Composition

1 Financials 17.12%
2 Industrials 16.72%
3 Technology 13.87%
4 Healthcare 11.44%
5 Real Estate 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$273K 0.01%
11,225
227
$273K 0.01%
10,518
-3,327
228
$271K 0.01%
10,800
229
$269K 0.01%
10,525
230
$266K 0.01%
11,355
-425
231
$262K 0.01%
728
-192
232
$262K 0.01%
3,220
-500
233
$250K 0.01%
2,955
234
$247K 0.01%
10,189
-1,297
235
$237K 0.01%
+12,353
236
$232K 0.01%
+2,600
237
$229K 0.01%
+4,000
238
$229K 0.01%
480
239
$216K 0.01%
2,557
-321
240
$210K 0.01%
1,548
-349
241
$207K 0.01%
+362
242
$207K 0.01%
1,740
243
$204K 0.01%
1,456
-487
244
$66.2K ﹤0.01%
16,340
245
– –
-377,661
246
– –
-36,144
247
– –
-1,385
248
– –
-17,380
6 7 8 9
10