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
$3.82B
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$50.2M
3
+$44.5M
4
GPC icon
Genuine Parts
GPC
+$39.1M
5
AAP icon
Advance Auto Parts
AAP
+$34.3M

Top Sells

1
+$78M
2
+$37.8M
3
+$31.8M
4
ETR icon
Entergy
ETR
+$27.6M
5
BAH icon
Booz Allen Hamilton
BAH
+$24.8M

Sector Composition

1 Industrials 17.11%
2 Financials 17.06%
3 Technology 14.34%
4 Healthcare 10.06%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$284K 0.01%
3,720
-75
227
$277K 0.01%
3,535
228
$270K 0.01%
3,120
-14,799
229
$268K 0.01%
10,800
230
$268K 0.01%
11,225
231
$267K 0.01%
11,225
232
$262K 0.01%
+10,525
233
$237K 0.01%
3,300
-100
234
$229K 0.01%
+4,000
235
$223K 0.01%
+1,740
236
$223K 0.01%
+480
237
$211K 0.01%
1,783
-7,569
238
$72.7K ﹤0.01%
16,340
239
– –
-49,049
240
– –
-15,535
241
– –
-24,348
242
– –
-22,691
243
– –
-3,167
244
– –
-10,794
245
– –
-2,816
246
– –
-13,036
247
– –
-94,976
248
– –
-14,222
249
– –
-24,917
250
– –
-10,950
7 8 9
10
11