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
176
$1.11M 0.03%
70,296
+23,213
177
$1.05M 0.03%
6,265
178
$1.04M 0.03%
6,223
-10,384
179
$1M 0.03%
5,895
-180
180
$935K 0.02%
50,911
-1,336
181
$848K 0.02%
6,086
-304
182
$847K 0.02%
15,567
-110
183
$845K 0.02%
16,550
184
$816K 0.02%
37,717
-1,034
185
$764K 0.02%
6,390
186
$753K 0.02%
6,231
-53
187
$752K 0.02%
3,023
188
$725K 0.02%
1,257
189
$695K 0.02%
8,615
-634,231
190
$690K 0.02%
1,500
191
$680K 0.02%
767
192
$662K 0.02%
10,698
-228
193
$629K 0.02%
2,220
194
$606K 0.02%
5,756
-30
195
$603K 0.02%
2,300
-314
196
$578K 0.02%
2,800
197
$570K 0.02%
2,335
198
$551K 0.01%
6,229
-17
199
$551K 0.01%
3,838
+188
200
$547K 0.01%
3,596
-176
6 7
8
9 10