ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$98.6M
3
+$94.6M
4
WELL icon
Welltower
WELL
+$93.4M
5
DOC icon
Healthpeak Properties
DOC
+$92.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.7%
2 Utilities 12.16%
3 Consumer Discretionary 12.08%
4 Healthcare 10.64%
5 Real Estate 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$234K 0.01%
+5,419
277
$231K ﹤0.01%
+2,730
278
$229K ﹤0.01%
+1,700
279
$223K ﹤0.01%
+3,292
280
$221K ﹤0.01%
+4,592
281
$220K ﹤0.01%
+3,350
282
$217K ﹤0.01%
+4,155
283
$216K ﹤0.01%
+2,186
284
$215K ﹤0.01%
+1,800
285
$205K ﹤0.01%
+2,480
286
$205K ﹤0.01%
+2,655
287
$182K ﹤0.01%
+15,097
288
$147K ﹤0.01%
+11,030
289
$119K ﹤0.01%
+62,835
290
$7K ﹤0.01%
+211
8 9 10 11
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