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
201
$691K 0.03%
8,251
-3,210
202
$688K 0.03%
7,816
203
$656K 0.02%
16,643
-1,551
204
$639K 0.02%
12,811
-20,327
205
$623K 0.02%
15,610
-500
206
$618K 0.02%
3,695
207
$614K 0.02%
12,045
-764
208
$574K 0.02%
2,561
-133
209
$573K 0.02%
38,713
-2,220
210
$547K 0.02%
9,060
211
$543K 0.02%
+7,243
212
$540K 0.02%
3,600
213
$534K 0.02%
6,860
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214
$521K 0.02%
5,200
215
$506K 0.02%
9,213
-60
216
$497K 0.02%
29,740
217
$486K 0.02%
1,672
-785
218
$468K 0.02%
5,000
219
$466K 0.02%
14,210
220
$453K 0.02%
3,701
221
$438K 0.02%
7,340
-100
222
$435K 0.02%
5,394
223
$433K 0.02%
17,380
224
$430K 0.02%
3,725
225
$422K 0.02%
16,580
7 8
9
10 11