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
276
$299K 0.01%
1,490
277
$294K 0.01%
19,560
-3,490
278
$289K 0.01%
3,095
+35
279
$275K 0.01%
3,553
-1,731
280
$275K 0.01%
+6,440
281
$270K 0.01%
1,830
-150
282
$263K 0.01%
3,170
283
$263K 0.01%
+7,040
284
$263K 0.01%
9,350
285
$254K 0.01%
965
-9,132
286
$253K 0.01%
10,070
287
$244K 0.01%
3,880
-480
288
$243K 0.01%
13,083
289
$241K 0.01%
3,110
-2,370
290
$234K 0.01%
4,675
-3,524
291
$231K 0.01%
2,026
-130
292
$230K 0.01%
15,987
+200
293
$223K 0.01%
2,866
294
$216K 0.01%
1,849
-535
295
$208K 0.01%
1,785
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296
$207K 0.01%
2,217
297
$205K 0.01%
2,300
298
$198K 0.01%
12,460
299
$161K 0.01%
13,760
-3,650
300
$152K 0.01%
+104,760
9 10 11
12
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