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
126
$1.79M 0.07%
55,544
-1,789
127
$1.79M 0.07%
91,290
+42,632
128
$1.75M 0.06%
24,362
-1,077
129
$1.75M 0.06%
25,335
+1,055
130
$1.75M 0.06%
65,854
+21,555
131
$1.73M 0.06%
35,060
-540
132
$1.72M 0.06%
24,095
-840
133
$1.71M 0.06%
38,989
-1,000
134
$1.69M 0.06%
36,740
+7,804
135
$1.65M 0.06%
72,172
-2,194
136
$1.64M 0.06%
44,714
+8,650
137
$1.64M 0.06%
12,969
-305
138
$1.64M 0.06%
42,209
+260
139
$1.62M 0.06%
61,122
-348
140
$1.6M 0.06%
44,496
-3,044
141
$1.6M 0.06%
23,548
-266,568
142
$1.59M 0.06%
23,058
-500
143
$1.57M 0.06%
37,526
-1,364
144
$1.56M 0.06%
23,424
-755
145
$1.56M 0.06%
42,793
-3,409
146
$1.54M 0.06%
47,788
-4,392
147
$1.54M 0.06%
58,245
-2,586
148
$1.53M 0.06%
4,128
+290
149
$1.5M 0.05%
15,024
-360
150
$1.5M 0.05%
8,422
-195
4 5
6
7 8