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
$2.75B
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$10.6M
3
+$9.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$6.45M
5
CNDT icon
Conduent
CNDT
+$4.48M

Top Sells

1
+$29.1M
2
+$18.1M
3
+$15.8M
4
SYY icon
Sysco
SYY
+$13.5M
5
APA icon
APA Corp
APA
+$13.4M

Sector Composition

1 Financials 18.4%
2 Healthcare 15.22%
3 Technology 14.09%
4 Industrials 9.46%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.24M 0.19%
34,069
-645
102
$3.52M 0.13%
11
103
$3.18M 0.12%
29,858
-1,010
104
$3.15M 0.11%
+213,793
105
$2.74M 0.1%
44,884
-1,582
106
$2.73M 0.1%
57,843
-741
107
$2.63M 0.1%
37,040
-1,765
108
$2.6M 0.09%
28,750
+6,530
109
$2.59M 0.09%
32,155
-1,286
110
$2.55M 0.09%
100,408
-5,258
111
$2.53M 0.09%
17,958
112
$2.5M 0.09%
52,168
-1,915
113
$2.44M 0.09%
53,434
-1,700
114
$2.4M 0.09%
58,671
-1,139
115
$2.35M 0.09%
88,375
-3,290
116
$2.24M 0.08%
75,374
-2,560
117
$2.19M 0.08%
192,411
+65,106
118
$2.15M 0.08%
33,030
+45
119
$2.11M 0.08%
11,669
+265
120
$2.09M 0.08%
35,490
-4,875
121
$2.02M 0.07%
49,649
-1,525
122
$2M 0.07%
41,059
+1,990
123
$1.92M 0.07%
56,643
-2,280
124
$1.85M 0.07%
42,000
+3,089
125
$1.85M 0.07%
40,509
-1,360
3 4
5
6 7