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
201
$611K 0.02%
6,229
202
$604K 0.02%
2,755
+20
203
$597K 0.02%
+10,977
204
$592K 0.02%
767
205
$559K 0.02%
954
+301
206
$555K 0.02%
2,190
-110
207
$551K 0.02%
5,557
-199
208
$534K 0.02%
2,335
209
$525K 0.02%
2,800
210
$493K 0.01%
2,733
211
$460K 0.01%
4,749
-8,800
212
$438K 0.01%
1,127
-30
213
$411K 0.01%
763
-25
214
$409K 0.01%
3,120
-10
215
$409K 0.01%
1,127
216
$395K 0.01%
1,182
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217
$362K 0.01%
635
218
$358K 0.01%
719
-5
219
$350K 0.01%
4,975
220
$344K 0.01%
19,399
+7,046
221
$337K 0.01%
4,785
222
$336K 0.01%
3,780
223
$331K 0.01%
4,600
224
$327K 0.01%
14,034
225
$322K 0.01%
1,235
7 8
9
10 11