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
$2.74B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.9M
3
+$14.3M
4
HBAN icon
Huntington Bancshares
HBAN
+$12.3M
5
DXC icon
DXC Technology
DXC
+$10.5M

Top Sells

1
+$44.6M
2
+$23M
3
+$21.3M
4
SYF icon
Synchrony
SYF
+$20.1M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$20.1M

Sector Composition

1 Financials 19.36%
2 Healthcare 13.58%
3 Technology 9.96%
4 Communication Services 9.26%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$342K 0.01%
3,651
+51
227
$340K 0.01%
1,975
-1,842
228
$338K 0.01%
6,095
229
$329K 0.01%
8,065
230
$309K 0.01%
2,383
-67
231
$304K 0.01%
5,681
232
$302K 0.01%
5,540
-42,314
233
$300K 0.01%
3,850
-300
234
$299K 0.01%
6,180
-820
235
$298K 0.01%
1,430
236
$296K 0.01%
2,025
237
$288K 0.01%
+3,060
238
$287K 0.01%
7,410
+1,200
239
$282K 0.01%
2,384
240
$278K 0.01%
4,225
+600
241
$275K 0.01%
9,150
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242
$269K 0.01%
5,760
243
$253K 0.01%
800
-100
244
$250K 0.01%
4,260
245
$249K 0.01%
1,500
246
$245K 0.01%
13,083
-1,750
247
$243K 0.01%
2,020
248
$243K 0.01%
1,793
249
$241K 0.01%
2,986
250
$239K 0.01%
1,627
+15
8 9
10
11 12