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
$3.76B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$26.5M
3
+$13.8M
4
MBB icon
iShares MBS ETF
MBB
+$9.29M
5
UNH icon
UnitedHealth
UNH
+$8.87M

Top Sells

1
+$51.2M
2
+$23.9M
3
+$17.4M
4
FAF icon
First American
FAF
+$15.8M
5
BSX icon
Boston Scientific
BSX
+$10.9M

Sector Composition

1 Financials 17.12%
2 Industrials 16.72%
3 Technology 13.87%
4 Healthcare 11.44%
5 Real Estate 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.7M 1.29%
370,448
-8,332
27
$48M 1.27%
250,127
-3,497
28
$47.1M 1.25%
+675,522
29
$45.7M 1.21%
947,316
-32,765
30
$43.9M 1.17%
89,271
-2,912
31
$43.8M 1.16%
112,599
-939
32
$42.3M 1.12%
569,665
-25,262
33
$42.3M 1.12%
191,416
-4,429
34
$42M 1.11%
195,149
-4,932
35
$41.7M 1.11%
870,588
-24,268
36
$40.5M 1.08%
146,932
-4,131
37
$39.8M 1.06%
366,320
-8,819
38
$39.3M 1.04%
139,597
-4,829
39
$38.9M 1.03%
328,248
+39,921
40
$38.6M 1.03%
1,144,799
-35,252
41
$37.9M 1.01%
573,530
-239,783
42
$36.9M 0.98%
3,325,311
+122,627
43
$36.8M 0.98%
72,666
-1,935
44
$36.4M 0.97%
508,361
+98,386
45
$35.8M 0.95%
169,822
-4,868
46
$35.4M 0.94%
253,654
-4,671
47
$35.2M 0.94%
141,763
-2,675
48
$35.2M 0.94%
423,430
-33,129
49
$32.7M 0.87%
97,760
+12,190
50
$31.6M 0.84%
159,152
-5,223
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