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
$4.61B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$41M
3
+$38.8M
4
WWD icon
Woodward
WWD
+$38.8M
5
FAF icon
First American
FAF
+$38M

Top Sells

1
+$9.33M
2
+$8.04M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.38M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.78M

Sector Composition

1 Industrials 15.36%
2 Financials 15.29%
3 Healthcare 12.3%
4 Technology 11.98%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.8M 0.84%
479,114
+241,047
52
$38.1M 0.83%
518,560
+33,428
53
$37.4M 0.81%
197,737
+72,763
54
$36.5M 0.79%
202,891
+69,632
55
$36.2M 0.79%
396,511
+154,295
56
$35.4M 0.77%
224,211
-2,981
57
$34.5M 0.75%
543,115
+269,648
58
$33.8M 0.73%
1,076,143
+689,666
59
$33.1M 0.72%
536,005
+250,891
60
$33M 0.72%
215,141
+97,626
61
$31.9M 0.69%
477,775
+227,797
62
$31.7M 0.69%
205,910
+112,328
63
$31.7M 0.69%
139,870
+16,036
64
$30.4M 0.66%
216,859
+106,576
65
$30.1M 0.65%
206,535
+36,941
66
$28.6M 0.62%
477,160
+67,482
67
$28.2M 0.61%
+303,743
68
$28M 0.61%
496,475
+62,086
69
$27.4M 0.6%
477,701
+48,391
70
$27.4M 0.59%
175,952
+17,680
71
$27.2M 0.59%
407,431
+226,488
72
$26.5M 0.58%
279,936
+21,148
73
$26.4M 0.57%
327,696
+14,030
74
$26.4M 0.57%
193,567
+108,752
75
$26.1M 0.57%
209,129
+11,963
1 2
3
4 5