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
$4.73B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$52.9M
3
+$47.8M
4
C icon
Citigroup
C
+$23M
5
IDA icon
Idacorp
IDA
+$22.6M

Top Sells

1
+$61.1M
2
+$47.2M
3
+$36.7M
4
SON icon
Sonoco
SON
+$30.1M
5
EFX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$514K 0.01%
+3,680
227
$509K 0.01%
2,300
-91
228
$498K 0.01%
11,100
-371
229
$496K 0.01%
1,333
230
$484K 0.01%
12,026
+334
231
$480K 0.01%
3,100
-3,100
232
$470K 0.01%
2,540
233
$463K 0.01%
1,500
234
$449K 0.01%
17,380
235
$406K 0.01%
1,710
236
$373K 0.01%
7,034
-3,652
237
$368K 0.01%
7,075
238
$355K 0.01%
1,567
239
$338K 0.01%
4,371
-5,418
240
$332K 0.01%
7,620
241
$313K 0.01%
888
242
$308K 0.01%
4,950
-50
243
$307K 0.01%
3,644
244
$304K 0.01%
4,217
245
$290K 0.01%
1,550
246
$289K 0.01%
8,586
247
$288K 0.01%
+5,752
248
$285K 0.01%
1,230
249
$284K 0.01%
2,800
250
$252K 0.01%
+8,451
7 8 9
10
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