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
251
$141K ﹤0.01%
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-8,649
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