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
26
$31.1M 1.08%
341,040
-5,858
27
$30M 1.05%
395,890
-19,647
28
$29.7M 1.04%
48,412
+7,094
29
$29.6M 1.03%
25,301
-158
30
$29M 1.01%
861,691
+47,606
31
$28.9M 1%
511,670
-79,265
32
$28.5M 0.99%
142,759
-227
33
$28.3M 0.99%
543,679
-9,183
34
$28M 0.98%
900,258
-52,767
35
$27.8M 0.97%
417,218
-4,214
36
$27.8M 0.97%
1,031,240
-1,593
37
$27.7M 0.96%
659,448
+35,412
38
$27M 0.94%
416,377
+3,378
39
$26.8M 0.93%
447,980
-81,816
40
$26.5M 0.92%
283,083
-6,017
41
$26.1M 0.91%
203,281
+5,881
42
$25.9M 0.9%
395,774
+51,730
43
$25.7M 0.89%
299,362
-1,266
44
$25.4M 0.89%
268,901
-5,423
45
$25.3M 0.88%
1,313,844
+4,035
46
$24.9M 0.87%
193,770
-28,443
47
$24.8M 0.86%
507,426
+74,936
48
$24.6M 0.86%
357,459
+3,679
49
$24.2M 0.84%
506,694
-1,948
50
$24.1M 0.84%
307,657
-91,747
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