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
101
$9.03M 0.26%
153,547
+114,483
102
$8.62M 0.25%
94,018
-2,936
103
$8.18M 0.23%
88,342
-3,579
104
$8.09M 0.23%
32,311
+349
105
$7.81M 0.22%
42,178
+26,599
106
$7.81M 0.22%
+34,557
107
$7.73M 0.22%
+10,847
108
$7.29M 0.21%
93,490
-2,330
109
$7.27M 0.21%
47,314
-183
110
$6.42M 0.18%
19,352
-725
111
$6.15M 0.18%
161,522
-6,385
112
$6.03M 0.17%
37,064
-389
113
$5.98M 0.17%
64,679
-13,678
114
$5.4M 0.15%
16,767
-1,659
115
$5.31M 0.15%
52,956
-7,355
116
$5.28M 0.15%
65,813
-2,295
117
$3.56M 0.1%
16,097
-5,840
118
$3.39M 0.1%
3,065
-399
119
$3.35M 0.1%
31,346
-1,250
120
$3.16M 0.09%
35,795
+558
121
$2.97M 0.08%
38,445
-1,655
122
$2.96M 0.08%
52,221
-1,734
123
$2.89M 0.08%
171,346
+64,360
124
$2.75M 0.08%
16,943
+510
125
$2.55M 0.07%
16,179
-262
3 4
5
6 7