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
101
$5.49M 0.19%
126,405
-5,783
102
$5.01M 0.17%
35,686
-693
103
$4.17M 0.15%
149,948
-138,263
104
$3.94M 0.14%
+75,395
105
$3.29M 0.11%
11
106
$3.23M 0.11%
41,058
-5,240
107
$3.18M 0.11%
61,062
-2,323
108
$3.02M 0.11%
86,398
+17,151
109
$3M 0.1%
17,238
+150
110
$2.84M 0.1%
39,200
+34,200
111
$2.81M 0.1%
17,958
112
$2.81M 0.1%
96,672
+36,054
113
$2.67M 0.09%
30,929
-59,042
114
$2.36M 0.08%
+78,000
115
$2.27M 0.08%
41,652
-144
116
$2.24M 0.08%
43,260
+35,620
117
$2.23M 0.08%
59,810
-5,120
118
$2.23M 0.08%
15,717
+9,038
119
$2.13M 0.07%
70,673
-9,889
120
$2.11M 0.07%
53,753
-5,353
121
$2.09M 0.07%
55,638
-8,931
122
$2.09M 0.07%
+40,000
123
$1.99M 0.07%
23,937
+267
124
$1.93M 0.07%
37,064
+31,440
125
$1.86M 0.06%
19,668
+10,643
3 4
5
6 7