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
126
$2.68M 0.07%
22,128
-1,422
127
$2.68M 0.07%
16,433
+254
128
$2.55M 0.07%
7,376
-160
129
$2.52M 0.07%
67,143
+772
130
$2.44M 0.06%
99,849
-227
131
$2.37M 0.06%
6,053
+100
132
$2.26M 0.06%
175,364
+9,680
133
$2.22M 0.06%
23,259
-237
134
$2.19M 0.06%
5,123
-59
135
$2.19M 0.06%
13,144
+26
136
$2.19M 0.06%
16,441
-247
137
$2.14M 0.06%
39,082
-916
138
$2.07M 0.06%
98,238
-23,774
139
$1.98M 0.05%
27,543
-1,291
140
$1.92M 0.05%
22,606
-197
141
$1.91M 0.05%
32,964
-320
142
$1.9M 0.05%
51,137
-2,998
143
$1.86M 0.05%
30,721
-288
144
$1.85M 0.05%
31,360
-20
145
$1.84M 0.05%
26,312
+7,374
146
$1.83M 0.05%
14,388
-5,227
147
$1.77M 0.05%
45,193
+9,713
148
$1.75M 0.05%
11,649
-5
149
$1.72M 0.05%
62,497
-15,047
150
$1.67M 0.04%
19,968
4 5
6
7 8