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
51
$31.2M 0.83%
72,544
-1,331
52
$30.5M 0.81%
467,740
-15,597
53
$29.8M 0.79%
228,729
-5,660
54
$27.8M 0.74%
210,146
-131,452
55
$27.1M 0.72%
175,300
+21,282
56
$26.5M 0.7%
+281,893
57
$25.1M 0.67%
54,578
+14,322
58
$24.6M 0.65%
202,944
-6,477
59
$24.2M 0.64%
41,429
+15,177
60
$24M 0.64%
76,710
+10,879
61
$23.7M 0.63%
197,779
-4,783
62
$23.4M 0.62%
81,047
-1,131
63
$21.5M 0.57%
410,921
+32,021
64
$21.3M 0.57%
83,850
-2,986
65
$20.4M 0.54%
117,804
-1,899
66
$20.4M 0.54%
125,651
-1,296
67
$20M 0.53%
40,376
-7,870
68
$19.8M 0.53%
100,670
-792
69
$19.7M 0.52%
243,481
-6,713
70
$19.4M 0.52%
31,351
-554
71
$19M 0.5%
183,861
+3,793
72
$18.9M 0.5%
95,498
-1,068
73
$18.5M 0.49%
68,244
-1,116
74
$18.4M 0.49%
279,466
-3,306
75
$18.4M 0.49%
125,140
-15,081
1 2
3
4 5