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
$4.38B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$38.2M
3
+$16.6M
4
POR icon
Portland General Electric
POR
+$14.5M
5
RTX icon
RTX Corp
RTX
+$12.7M

Top Sells

1
+$49.8M
2
+$21.4M
3
+$18.2M
4
SYY icon
Sysco
SYY
+$11.8M
5
FANG icon
Diamondback Energy
FANG
+$10.9M

Sector Composition

1 Industrials 18.89%
2 Technology 14.75%
3 Financials 12.29%
4 Consumer Discretionary 10.96%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
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