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
76
$17.8M 0.47%
338,311
-4,044
77
$17.5M 0.47%
57,619
+45,373
78
$16.8M 0.45%
56,295
-888
79
$16.7M 0.45%
419,551
-6,475
80
$16.7M 0.44%
71,892
-1,422
81
$16.7M 0.44%
61,409
-868
82
$16.6M 0.44%
166,366
-3,798
83
$16.3M 0.43%
142,912
-1,601
84
$16.2M 0.43%
65,854
-836
85
$16M 0.42%
27,312
-491
86
$15.8M 0.42%
240,540
-7,540
87
$15.7M 0.42%
71,288
-861
88
$15.7M 0.42%
92,412
-1,277
89
$15.4M 0.41%
287,359
-5,562
90
$15.2M 0.4%
363,626
+148
91
$14.5M 0.38%
52,824
-966
92
$14.4M 0.38%
52,321
-759
93
$14.3M 0.38%
492,108
-147,527
94
$13.8M 0.37%
187,387
-3,140
95
$13M 0.35%
167,018
-2,772
96
$12.9M 0.34%
103,341
-1,839
97
$12M 0.32%
73,392
-272
98
$11.3M 0.3%
191,394
+22,208
99
$11.1M 0.3%
17,620
-318
100
$11M 0.29%
78,573
+20,704
2 3
4
5 6