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
151
$1.66M 0.04%
157,282
-1,117
152
$1.6M 0.04%
9,006
+71
153
$1.51M 0.04%
13,311
-15
154
$1.48M 0.04%
23,743
-199
155
$1.47M 0.04%
15,412
-124
156
$1.41M 0.04%
4,463
-1,096
157
$1.41M 0.04%
77,695
+51,515
158
$1.39M 0.04%
7,715
159
$1.38M 0.04%
106,986
-41,401
160
$1.37M 0.04%
13,549
-15
161
$1.36M 0.04%
16,622
-143
162
$1.35M 0.04%
7,081
-47
163
$1.3M 0.03%
3,387
-23
164
$1.29M 0.03%
5,295
-75
165
$1.28M 0.03%
42,067
+4,454
166
$1.27M 0.03%
7,662
+22
167
$1.26M 0.03%
51,029
+21,860
168
$1.25M 0.03%
4,746
169
$1.21M 0.03%
21,522
+17
170
$1.19M 0.03%
10,152
+596
171
$1.19M 0.03%
7,117
-110
172
$1.15M 0.03%
14,787
-250
173
$1.14M 0.03%
26,535
+132
174
$1.14M 0.03%
12,700
-40
175
$1.13M 0.03%
3,128
5 6
7
8 9