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
176
$996K 0.04%
58,596
-2,390
177
$948K 0.03%
23,621
-376
178
$928K 0.03%
4,480
-600
179
$907K 0.03%
9,760
-420
180
$875K 0.03%
9,955
181
$861K 0.03%
6,476
+625
182
$858K 0.03%
3,368
+20
183
$845K 0.03%
34,033
-980
184
$845K 0.03%
8,060
-12,075
185
$843K 0.03%
14,220
186
$840K 0.03%
29,636
-245
187
$826K 0.03%
+14,075
188
$818K 0.03%
28,115
189
$805K 0.03%
3,885
-50
190
$802K 0.03%
8,480
191
$799K 0.03%
+8,963
192
$792K 0.03%
4,458
193
$790K 0.03%
588,267
-12,009
194
$772K 0.03%
4,583
+22
195
$771K 0.03%
6,592
-200
196
$764K 0.03%
6,657
-4,605
197
$747K 0.03%
14,301
-675
198
$733K 0.03%
5,204
-334
199
$714K 0.03%
19,279
-1,005
200
$701K 0.03%
5,147
6 7
8
9 10