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
126
$2.49M 0.07%
20,234
-1,894
127
$2.47M 0.07%
6,878
-498
128
$2.45M 0.07%
23,356
+97
129
$2.37M 0.07%
101,236
+1,387
130
$2.35M 0.07%
5,275
+152
131
$2.3M 0.07%
58,816
-8,327
132
$2.28M 0.07%
50,898
-23,450
133
$2.25M 0.06%
6,208
+155
134
$2.07M 0.06%
33,518
+554
135
$2.06M 0.06%
176,241
+877
136
$2.02M 0.06%
22,231
-4,203
137
$1.95M 0.06%
19,487
-3,119
138
$1.92M 0.05%
51,252
+115
139
$1.91M 0.05%
24,036
+293
140
$1.85M 0.05%
14,829
+12,409
141
$1.82M 0.05%
61,173
+19,106
142
$1.79M 0.05%
14,602
+214
143
$1.77M 0.05%
10,700
+1,694
144
$1.77M 0.05%
+10,930
145
$1.77M 0.05%
+55,465
146
$1.71M 0.05%
11,334
-315
147
$1.7M 0.05%
29,260
-2,100
148
$1.69M 0.05%
31,181
+460
149
$1.58M 0.05%
100,805
+2,567
150
$1.58M 0.04%
26,745
+433
4 5
6
7 8