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ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.51B
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.46B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$43.5M
2 +$31.5M
3 +$15.4M
4
GMED icon
Globus Medical
GMED
+$13.7M
5
FANG icon
Diamondback Energy
FANG
+$9.1M

Top Sells

1 +$34.9M
2 +$32.5M
3 +$29.7M
4
IT icon
Gartner
IT
+$18.9M
5
BWXT icon
BWX Technologies
BWXT
+$18.3M

Sector Composition

1 Financials 19.34%
2 Industrials 14.58%
3 Technology 13.36%
4 Healthcare 11.82%
5 Materials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$27.4M 0.79%
416,226
+301
52
$26.4M 0.76%
62,473
-2,123
53
$24.3M 0.7%
48,425
-796
54
$24.2M 0.7%
552,058
+118,151
55
$23.5M 0.68%
196,611
-4,110
56
$22.7M 0.66%
235,487
+3,383
57
$21.3M 0.62%
256,725
-4,433
58
$20.8M 0.6%
73,777
-716
59
$20.3M 0.59%
826,896
+37,779
60
$19.5M 0.57%
172,221
-9,903
61
$18.9M 0.55%
263,941
-3,913
62
$18.5M 0.53%
118,854
+198
63
$18.3M 0.53%
55,089
-1,329
64
$18.3M 0.53%
196,277
-7,826
65
$18.2M 0.53%
129,621
+29,190
66
$17.9M 0.52%
133,576
-2,182
67
$17.8M 0.52%
72,183
-1,429
68
$17.8M 0.51%
65,778
+173
69
$17.2M 0.5%
324,904
-3,721
70
$17.1M 0.5%
91,610
-2,192
71
$17.1M 0.5%
155,114
-8,278
72
$16.5M 0.48%
159,962
-3,039
73
$16.2M 0.47%
105,392
-1,768
74
$16M 0.46%
78,312
-2,343
75
$16M 0.46%
52,724
-722