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
76
$15.9M 0.56%
251,776
-4,463
77
$15.6M 0.54%
321,242
+3,885
78
$15.4M 0.54%
645,934
-2,572
79
$15.4M 0.54%
+302,476
80
$15.1M 0.53%
88,131
-1,893
81
$14.6M 0.51%
321,934
-1,487
82
$14.6M 0.51%
109,442
-737
83
$14.5M 0.51%
+71,018
84
$14.4M 0.5%
145,705
+940
85
$14.2M 0.5%
163,419
+3,498
86
$13.7M 0.48%
463,317
-3,102
87
$13.7M 0.48%
782,224
-5,477
88
$13.6M 0.47%
156,681
-2,323
89
$13.5M 0.47%
563,729
-3,600
90
$13.3M 0.46%
258,897
-256,295
91
$13.1M 0.46%
325,541
-2,568
92
$12.6M 0.44%
+190,979
93
$12.5M 0.43%
392,306
+3,119
94
$12M 0.42%
141,132
-10,837
95
$10.3M 0.36%
584,303
+9,618
96
$10.2M 0.35%
917,764
+372
97
$9.8M 0.34%
83,457
-1,116
98
$9.18M 0.32%
84,065
+479
99
$7.66M 0.27%
73,163
+2,072
100
$7.33M 0.26%
102,194
-6,396
2 3
4
5 6