ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+9.14%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$3.76B
AUM Growth
+$208M
(+5.8%)
Cap. Flow
-$72.6M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
19.63%
Holding
248
New
9
Increased
39
Reduced
161
Closed
4
Top Buys
| 1 |
Solventum
SOLV
|
$47.1M |
| 2 |
GE HealthCare
GEHC
|
$26.5M |
| 3 |
McDonald's
MCD
|
$13.8M |
| 4 |
iShares MBS ETF
MBB
|
$9.29M |
| 5 |
UnitedHealth
UNH
|
$8.87M |
Top Sells
| 1 |
Kellanova
K
|
$51.2M |
| 2 |
Advance Auto Parts
AAP
|
$23.9M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$17.4M |
| 4 |
First American
FAF
|
$15.8M |
| 5 |
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% |
