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
151
$1.57M 0.04%
34,105
+7,570
152
$1.57M 0.04%
+19,835
153
$1.56M 0.04%
46,087
+894
154
$1.55M 0.04%
80,457
+2,762
155
$1.54M 0.04%
26,406
+4,884
156
$1.54M 0.04%
157,748
+466
157
$1.49M 0.04%
54,119
+3,090
158
$1.47M 0.04%
7,747
+85
159
$1.46M 0.04%
61,664
-833
160
$1.44M 0.04%
7,007
-708
161
$1.43M 0.04%
35,739
-3,343
162
$1.43M 0.04%
13,383
+72
163
$1.39M 0.04%
16,890
+268
164
$1.39M 0.04%
22,353
-5,190
165
$1.38M 0.04%
37,848
-1,106,951
166
$1.37M 0.04%
5,380
+85
167
$1.36M 0.04%
3,467
+80
168
$1.32M 0.04%
15,596
+184
169
$1.32M 0.04%
4,883
+137
170
$1.26M 0.04%
14,787
171
$1.25M 0.04%
47,448
-3,463
172
$1.2M 0.03%
7,241
+160
173
$1.19M 0.03%
6,265
174
$1.14M 0.03%
+120,944
175
$1.13M 0.03%
70,834
+538
5 6
7
8 9