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
76
$16.4M 0.47%
56,568
-1,051
77
$16.3M 0.46%
98,572
-4,769
78
$16.2M 0.46%
65,542
-2,702
79
$16.1M 0.46%
69,142
-2,146
80
$15.9M 0.45%
140,239
-2,673
81
$15.7M 0.45%
85,186
-15,484
82
$15.7M 0.45%
30,195
-1,156
83
$15.6M 0.44%
53,646
-2,649
84
$15.4M 0.44%
567,259
+75,151
85
$15.4M 0.44%
101,365
+8,953
86
$14.6M 0.42%
64,240
-1,614
87
$14.5M 0.41%
49,017
-12,392
88
$13.7M 0.39%
160,999
-5,367
89
$13.4M 0.38%
42,273
-10,048
90
$13.1M 0.37%
348,055
-15,571
91
$13M 0.37%
70,898
-994
92
$13M 0.37%
320,377
-90,544
93
$12.9M 0.37%
26,509
-803
94
$12.4M 0.35%
241,458
-45,901
95
$11.6M 0.33%
91,576
+13,003
96
$11.1M 0.32%
185,076
-2,311
97
$10.8M 0.31%
165,428
-1,590
98
$10.7M 0.31%
16,827
-793
99
$10.4M 0.3%
+271,323
100
$10.2M 0.29%
73,019
-373
2 3
4
5 6