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
151
$1.47M 0.05%
61,884
-3,005
152
$1.44M 0.05%
40,720
-2,730
153
$1.44M 0.05%
30,893
-1,105
154
$1.4M 0.05%
48,495
-2,331
155
$1.38M 0.05%
20,692
+14,179
156
$1.34M 0.05%
60,391
-2,457
157
$1.33M 0.05%
19,528
158
$1.33M 0.05%
20,836
-450
159
$1.32M 0.05%
33,750
-2,160
160
$1.31M 0.05%
54,329
+22,110
161
$1.3M 0.05%
12,845
+2,760
162
$1.3M 0.05%
21,715
163
$1.28M 0.05%
34,580
-2,034
164
$1.28M 0.05%
17,621
-77
165
$1.28M 0.05%
3,703
166
$1.28M 0.05%
16,495
167
$1.25M 0.05%
7,580
168
$1.2M 0.04%
14,079
-150
169
$1.13M 0.04%
25,473
-848
170
$1.12M 0.04%
24,559
-1,035
171
$1.07M 0.04%
49,376
-1,999
172
$1.06M 0.04%
63,816
-51,719
173
$1.04M 0.04%
22,367
-1,567
174
$1.02M 0.04%
16,582
-20
175
$1M 0.04%
+70,119
5 6
7
8 9