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
251
$437K 0.02%
17,380
252
$432K 0.02%
33,232
-36,698
253
$431K 0.02%
3,600
-125
254
$427K 0.01%
17,395
-6,135
255
$421K 0.01%
5,000
256
$407K 0.01%
5,394
257
$404K 0.01%
10,714
-90
258
$393K 0.01%
26,137
259
$388K 0.01%
4,444
260
$384K 0.01%
7,440
-1,200
261
$384K 0.01%
14,210
262
$380K 0.01%
11,590
+3,870
263
$376K 0.01%
7,995
-70
264
$368K 0.01%
2,924
-266
265
$367K 0.01%
3,725
266
$358K 0.01%
5,440
+1,527
267
$346K 0.01%
17,822
268
$338K 0.01%
14,150
+150
269
$334K 0.01%
5,415
+1,120
270
$334K 0.01%
2,273
+480
271
$334K 0.01%
4,000
272
$324K 0.01%
7,390
273
$318K 0.01%
1,665
-180
274
$300K 0.01%
6,730
+190
275
$299K 0.01%
1,500
9 10
11
12 13