ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
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 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$148K 0.01%
+1,413
302
$141K ﹤0.01%
2,562
-20
303
$125K ﹤0.01%
10,635
-425
304
$71K ﹤0.01%
3,907
305
– –
-1,975
306
– –
-2,833
307
– –
-1,526
308
– –
-1,976
309
– –
-4,750
310
– –
-3,000
311
– –
-25,952
312
– –
-55,300
313
– –
-302,456
314
– –
-10,363
315
– –
-147,018
316
– –
-239,930
317
– –
-698,388
318
– –
-413,399
9 10 11 12
13