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
176
$1.13M 0.03%
10,500
+348
177
$1.13M 0.03%
3,128
178
$1.11M 0.03%
4,532
+69
179
$1.06M 0.03%
6,443
-674
180
$1.06M 0.03%
14,660
-21,665
181
$1M 0.03%
6,006
+111
182
$988K 0.03%
2,271
-110,328
183
$949K 0.03%
6,254
+31
184
$945K 0.03%
11,831
-869
185
$920K 0.03%
12,163
-7,805
186
$874K 0.02%
16,713
+1,146
187
$843K 0.02%
3,023
188
$815K 0.02%
+19,487
189
$805K 0.02%
+60,432
190
$796K 0.02%
15,650
-900
191
$740K 0.02%
1,257
192
$732K 0.02%
6,230
-160
193
$720K 0.02%
1,500
194
$671K 0.02%
11,209
+511
195
$666K 0.02%
11,254
-42,490
196
$664K 0.02%
6,276
+45
197
$643K 0.02%
2,220
198
$636K 0.02%
5,687
-399
199
$632K 0.02%
7,810
-805
200
$629K 0.02%
3,555
-41
6 7
8
9 10