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
$2.77B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$27M
3
+$21.4M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$15.8M
5
IT icon
Gartner
IT
+$13.4M

Top Sells

1
+$17.5M
2
+$15.8M
3
+$14.8M
4
MCK icon
McKesson
MCK
+$13.8M
5
SUI icon
Sun Communities
SUI
+$13.3M

Sector Composition

1 Financials 16.11%
2 Industrials 14.41%
3 Healthcare 12.27%
4 Technology 11.72%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$385K 0.01%
5,089
-403
227
$373K 0.01%
8,850
+605
228
$367K 0.01%
21,581
-1,820
229
$364K 0.01%
1,500
230
$348K 0.01%
4,055
+308
231
$337K 0.01%
11,570
+200
232
$334K 0.01%
3,920
233
$324K 0.01%
5,770
-1,495
234
$317K 0.01%
6,625
235
$310K 0.01%
1,266
236
$309K 0.01%
5,000
237
$307K 0.01%
4,094
-200
238
$289K 0.01%
8,910
+200
239
$287K 0.01%
+3,572
240
$286K 0.01%
7,116
241
$279K 0.01%
734
242
$279K 0.01%
18,440
+400
243
$277K 0.01%
+3,900
244
$260K 0.01%
2,538
245
$251K 0.01%
1,500
-60
246
$226K 0.01%
+1,917
247
$220K 0.01%
4,022
248
$208K 0.01%
1,762
-367
249
$204K 0.01%
3,045
+243
250
$137K ﹤0.01%
11,715
7 8 9
10
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