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
101
$9.55M 0.25%
91,921
-1,380
102
$9.29M 0.25%
+96,954
103
$8.79M 0.23%
+33,484
104
$8.38M 0.22%
167,907
-2,759
105
$8.08M 0.21%
47,497
-28,620
106
$7.69M 0.2%
78,357
-1,499
107
$7.61M 0.2%
95,820
-20,360
108
$7.57M 0.2%
37,453
-23,339
109
$7.45M 0.2%
31,962
+109
110
$6.65M 0.18%
20,077
-21,513
111
$6.07M 0.16%
60,311
-5,195
112
$5.79M 0.15%
18,426
113
$5.7M 0.15%
68,108
-17,575
114
$4.85M 0.13%
21,937
-7
115
$3.68M 0.1%
32,596
-13,690
116
$3.5M 0.09%
53,955
-118
117
$3.48M 0.09%
74,348
-545
118
$3.16M 0.08%
40,100
+88
119
$3.11M 0.08%
35,237
+1,100
120
$3.06M 0.08%
3,464
+42
121
$2.96M 0.08%
36,325
122
$2.96M 0.08%
15,579
-2,459
123
$2.86M 0.08%
53,744
-1,629
124
$2.78M 0.07%
39,064
+687
125
$2.74M 0.07%
26,434
-1,114
3 4
5
6 7