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
$2.87B
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 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.04%
25,042
-978
177
$1.21M 0.04%
3,685
-1,629
178
$1.17M 0.04%
+77,952
179
$1.17M 0.04%
27,832
+401
180
$1.16M 0.04%
11,647
+150
181
$1.13M 0.04%
+4,700
182
$1.13M 0.04%
26,034
+328
183
$1.12M 0.04%
+5,425
184
$1.11M 0.04%
24,489
+390
185
$1.1M 0.04%
23,155
+3,875
186
$1.1M 0.04%
35,072
-6,543
187
$1.09M 0.04%
36,885
+600
188
$1.08M 0.04%
22,792
+515
189
$1.08M 0.04%
37,370
+654
190
$1.07M 0.04%
4,173
+3,000
191
$1.04M 0.04%
21,443
-3,696
192
$1.03M 0.04%
38,702
+1,055
193
$1.03M 0.04%
+10,000
194
$1.01M 0.04%
+6,000
195
$993K 0.03%
+43,121
196
$990K 0.03%
16,802
-2,855
197
$972K 0.03%
9,570
+4,850
198
$960K 0.03%
+20,451
199
$951K 0.03%
5,255
+61
200
$945K 0.03%
+20,000
6 7
8
9 10