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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$522K 0.01%
+8,888
227
$502K 0.01%
24,399
-2,129
228
$500K 0.01%
23,709
-2,006
229
$480K 0.01%
7,945
-48
230
$464K 0.01%
6,046
231
$442K 0.01%
10,842
-2,861
232
$436K 0.01%
262,808
-191,396
233
$429K 0.01%
4,618
234
$427K 0.01%
+3,791
235
$407K 0.01%
+25,361
236
$405K 0.01%
15,600
237
$398K 0.01%
4,526
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238
$397K 0.01%
6,011
-1,087
239
$391K 0.01%
34,443
-2,100
240
$389K 0.01%
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241
$385K 0.01%
12,562
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242
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19,069
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243
$369K 0.01%
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244
$357K 0.01%
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245
$355K 0.01%
9,360
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246
$343K 0.01%
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247
$338K 0.01%
12,767
248
$332K 0.01%
4,000
249
$332K 0.01%
2,776
250
$318K 0.01%
4,105
+240
8 9
10
11 12