ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+9.23%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$4.73B
AUM Growth
+$350M
(+8%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
17.86%
Holding
273
New
24
Increased
95
Reduced
104
Closed
10
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
+$77.7M |
| 2 |
Expedia Group
EXPE
|
+$52.9M |
| 3 |
Alliant Energy
LNT
|
+$47.8M |
| 4 |
Citigroup
C
|
+$23M |
| 5 |
Idacorp
IDA
|
+$22.6M |
Top Sells
| 1 |
NiSource
NI
|
+$61.1M |
| 2 |
Genuine Parts
GPC
|
+$47.2M |
| 3 |
HES
Hess
HES
|
+$36.7M |
| 4 |
Sonoco
SON
|
+$30.1M |
| 5 |
Equifax
EFX
|
+$29.7M |
Sector Composition
| 1 | Industrials | 18.95% |
| 2 | Financials | 14.87% |
| 3 | Technology | 13.77% |
| 4 | Consumer Discretionary | 10.57% |
| 5 | Healthcare | 10.23% |
