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
$4.61B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$41M
3
+$38.8M
4
WWD icon
Woodward
WWD
+$38.8M
5
FAF icon
First American
FAF
+$38M

Top Sells

1
+$9.33M
2
+$8.04M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.38M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.78M

Sector Composition

1 Industrials 15.36%
2 Financials 15.29%
3 Healthcare 12.3%
4 Technology 11.98%
5 Consumer Discretionary 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.33M 0.05%
41,837
-310
127
$2.29M 0.05%
41,872
+9,344
128
$2.27M 0.05%
130,770
-19,271
129
$2.23M 0.05%
54,216
-226,389
130
$2.23M 0.05%
176,508
+51,536
131
$2.17M 0.05%
30,219
-130
132
$2.11M 0.05%
46,770
+85
133
$2.11M 0.05%
32,603
+80
134
$2.07M 0.04%
81,246
-950
135
$2.06M 0.04%
29,713
-310
136
$2.06M 0.04%
39,451
-3,700
137
$1.96M 0.04%
39,407
+5
138
$1.9M 0.04%
73,866
-1,868
139
$1.76M 0.04%
13,695
-772
140
$1.75M 0.04%
38,905
-190
141
$1.56M 0.03%
12,550
+65
142
$1.52M 0.03%
16,495
143
$1.49M 0.03%
24,078
-15,433
144
$1.46M 0.03%
22,153
-45
145
$1.43M 0.03%
84,514
-11,775
146
$1.42M 0.03%
23,365
147
$1.38M 0.03%
26,666
-235
148
$1.38M 0.03%
54,905
-95
149
$1.36M 0.03%
29,051
+955
150
$1.34M 0.03%
42,166
+230
4 5
6
7 8