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
51
$23.1M 0.81%
323,020
+101,705
52
$23.1M 0.8%
217,182
-6,976
53
$23M 0.8%
316,666
+14,656
54
$23M 0.8%
663,106
-3,070
55
$22.6M 0.79%
676,324
-11,049
56
$22.2M 0.77%
445,802
-87,360
57
$22M 0.77%
274,336
-1,289
58
$21.9M 0.76%
191,618
-1,305
59
$21.4M 0.75%
627,309
-265,505
60
$20.9M 0.73%
148,416
-2,158
61
$20.9M 0.73%
232,693
-1,264
62
$20.4M 0.71%
255,217
-1,747
63
$20.3M 0.71%
634,294
+6,138
64
$19.9M 0.69%
506,386
+6,900
65
$19.9M 0.69%
434,592
+28,916
66
$19.9M 0.69%
181,548
+4,717
67
$19.8M 0.69%
1,015,332
+120,683
68
$19.8M 0.69%
107,639
-1,843
69
$19.4M 0.68%
383,528
+6,842
70
$19M 0.66%
239,817
-1,378
71
$18.8M 0.65%
256,599
+19,814
72
$17.9M 0.62%
348,549
+7,554
73
$17.8M 0.62%
130,145
+314
74
$16.5M 0.57%
+424,964
75
$16.2M 0.57%
309,792
+2,122
1 2
3
4 5