ACA

Anchor Capital Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
+14.91%
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
1
$112M 2.98%
1,013,013
+41,492
2
$77.1M 2.05%
1,358,295
-39,159
3
$76M 2.02%
370,801
-11,327
4
$73.4M 1.95%
396,834
-11,892
5
$69.4M 1.84%
301,622
-27,244
6
$67.4M 1.79%
378,522
-13,136
7
$67.2M 1.79%
389,745
-8,834
8
$66M 1.75%
133,586
-2,435
9
$65.7M 1.75%
41,910
-1,037
10
$64.7M 1.72%
697,487
-6,599
11
$63.7M 1.69%
391,408
-7,924
12
$63.7M 1.69%
759,804
-130,598
13
$59.8M 1.59%
665,948
-12,415
14
$59.2M 1.57%
437,981
-783
15
$58.3M 1.55%
436,224
-13,123
16
$56.4M 1.5%
928,999
-35,338
17
$54.3M 1.44%
139,703
-5,078
18
$52.8M 1.4%
1,107,072
-42,713
19
$52.6M 1.4%
772,269
-12,591
20
$52.2M 1.39%
328,799
+1,987
21
$51.9M 1.38%
619,197
-22,738
22
$51.3M 1.36%
119,817
-1,884
23
$51.2M 1.36%
136,190
-7,012
24
$49.5M 1.32%
327,896
-7,983
25
$49.2M 1.31%
409,637
-9,299
1
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