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
151
$1.48M 0.05%
22,685
+466
152
$1.46M 0.05%
+32,000
153
$1.46M 0.05%
+56,020
154
$1.46M 0.05%
53,094
+1,105
155
$1.46M 0.05%
17,116
+315
156
$1.45M 0.05%
+9,075
157
$1.43M 0.05%
+33,000
158
$1.43M 0.05%
70,868
-42,548
159
$1.42M 0.05%
23,169
+20,000
160
$1.42M 0.05%
50,775
-23,888
161
$1.41M 0.05%
15,447
-1,373
162
$1.41M 0.05%
+27,000
163
$1.39M 0.05%
72,665
-5,564
164
$1.39M 0.05%
10,234
-1,321
165
$1.37M 0.05%
+25,000
166
$1.37M 0.05%
88,063
-10,235
167
$1.36M 0.05%
+6,724
168
$1.34M 0.05%
18,255
+7,050
169
$1.32M 0.05%
39,008
-375,516
170
$1.31M 0.05%
8,663
-25
171
$1.3M 0.05%
38,972
+1,047
172
$1.3M 0.05%
21,715
-2,840
173
$1.3M 0.05%
18,678
+1,255
174
$1.27M 0.04%
3,763
-122
175
$1.27M 0.04%
37,429
+7,720
5 6
7
8 9