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
201
$510K 0.01%
2,735
-100
202
$508K 0.01%
14,034
-4,420
203
$469K 0.01%
2,733
204
$469K 0.01%
1,157
-107
205
$441K 0.01%
1,127
206
$416K 0.01%
788
207
$398K 0.01%
1,235
208
$388K 0.01%
4,975
209
$375K 0.01%
653
210
$374K 0.01%
724
-15
211
$365K 0.01%
1,515
-145
212
$362K 0.01%
635
213
$346K 0.01%
4,600
-3,125
214
$345K 0.01%
3,780
215
$341K 0.01%
1,324
+93
216
$337K 0.01%
3,130
217
$336K 0.01%
11,596
-2,870
218
$304K 0.01%
3,120
219
$300K 0.01%
4,785
-55
220
$299K 0.01%
2,420
-130
221
$294K 0.01%
+899
222
$287K 0.01%
3,535
223
$283K 0.01%
3,309
-41
224
$280K 0.01%
3,100
-200
225
$274K 0.01%
11,225
6 7 8
9
10