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
126
$1.85M 0.06%
30,589
-1,803
127
$1.85M 0.06%
+61,574
128
$1.79M 0.06%
40,634
+750
129
$1.76M 0.06%
21,630
+197
130
$1.76M 0.06%
+40,000
131
$1.74M 0.06%
40,650
-760
132
$1.73M 0.06%
28,929
+658
133
$1.7M 0.06%
57,927
+877
134
$1.68M 0.06%
146,386
-23,718
135
$1.64M 0.06%
+6,000
136
$1.63M 0.06%
43,346
+7,951
137
$1.61M 0.06%
36,994
+1,080
138
$1.6M 0.06%
63,950
+1,740
139
$1.57M 0.05%
29,374
+704
140
$1.55M 0.05%
42,359
+1,257
141
$1.55M 0.05%
25,036
+240
142
$1.55M 0.05%
67,839
+370
143
$1.54M 0.05%
51,471
+1,250
144
$1.53M 0.05%
+48,736
145
$1.52M 0.05%
54,598
-7,837
146
$1.51M 0.05%
65,766
+880
147
$1.5M 0.05%
58,980
-5,676
148
$1.49M 0.05%
118,678
+2,450
149
$1.49M 0.05%
26,939
-7,957
150
$1.49M 0.05%
+11,000
4 5
6
7 8