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
$3.51B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$31.5M
3
+$30.1M
4
CTVA icon
Corteva
CTVA
+$24.9M
5
GEHC icon
GE HealthCare
GEHC
+$12.5M

Top Sells

1
+$48M
2
+$40.4M
3
+$26M
4
BAH icon
Booz Allen Hamilton
BAH
+$25.3M
5
LKQ icon
LKQ Corp
LKQ
+$16.7M

Sector Composition

1 Financials 17.84%
2 Industrials 15.43%
3 Technology 13.09%
4 Healthcare 12.2%
5 Real Estate 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.3M 0.84%
433,980
-33,760
52
$29M 0.83%
319,413
-8,835
53
$27.1M 0.77%
231,936
+3,207
54
$26.2M 0.75%
419,449
-154,081
55
$25.1M 0.72%
195,143
-196,265
56
$24.7M 0.7%
72,862
-3,848
57
$24M 0.68%
52,895
-1,683
58
$23.8M 0.68%
206,184
+8,405
59
$22.7M 0.65%
195,819
-7,125
60
$22.2M 0.63%
38,751
-1,625
61
$22.1M 0.63%
189,469
-64,185
62
$21.7M 0.62%
78,667
-2,380
63
$20.7M 0.59%
228,559
-14,922
64
$20.5M 0.58%
162,766
-12,534
65
$20.2M 0.58%
39,952
-1,477
66
$19.4M 0.55%
81,010
-2,840
67
$19.4M 0.55%
177,582
-6,279
68
$19.1M 0.54%
113,922
-3,882
69
$17.8M 0.51%
122,934
-2,717
70
$17.6M 0.5%
121,211
-3,929
71
$17.4M 0.5%
336,959
-1,352
72
$17.4M 0.5%
277,360
-2,106
73
$17.3M 0.49%
228,126
-12,414
74
$16.8M 0.48%
50,159
-2,665
75
$16.5M 0.47%
92,868
-2,630
1 2
3
4 5