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
201
$944K 0.03%
+20,000
202
$940K 0.03%
9,519
-1,060
203
$928K 0.03%
9,242
+7,212
204
$928K 0.03%
5,205
-327
205
$922K 0.03%
44,048
+406
206
$914K 0.03%
+12,500
207
$912K 0.03%
+15,750
208
$911K 0.03%
14,620
+6,425
209
$901K 0.03%
29,915
-640
210
$890K 0.03%
26,222
+440
211
$889K 0.03%
+22,420
212
$864K 0.03%
5,679
+59
213
$837K 0.03%
+12,000
214
$835K 0.03%
+20,000
215
$833K 0.03%
13,438
+259
216
$825K 0.03%
+35,000
217
$825K 0.03%
11,063
+215
218
$795K 0.03%
3,157
-585
219
$787K 0.03%
37,750
-5,784
220
$777K 0.03%
13,101
+365
221
$771K 0.03%
14,954
-2,716
222
$761K 0.03%
44,739
+5,049
223
$756K 0.03%
14,982
-158
224
$753K 0.03%
+10,000
225
$748K 0.03%
3,536
-52
7 8
9
10 11