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
$4.94B
AUM Growth
+$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$20.4M
3
+$19.8M
4
YHOO
Yahoo Inc
YHOO
+$14.2M
5
UPS icon
United Parcel Service
UPS
+$13.7M

Top Sells

1
+$36.9M
2
+$32.9M
3
+$19.5M
4
MCK icon
McKesson
MCK
+$19.3M
5
MTB icon
M&T Bank
MTB
+$17.1M

Sector Composition

1 Financials 19.92%
2 Healthcare 13.93%
3 Consumer Discretionary 10.9%
4 Technology 9.28%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.01%
22,483
+2,067
252
$415K 0.01%
15,600
253
$405K 0.01%
10,148
254
$381K 0.01%
9,816
-235
255
$377K 0.01%
4,053
256
$375K 0.01%
1,557
257
$365K 0.01%
4,000
258
$364K 0.01%
14,467
259
$353K 0.01%
8,200
260
$351K 0.01%
18,508
+4,286
261
$345K 0.01%
13,400
-5,520
262
$341K 0.01%
7,700
263
$329K 0.01%
6,025
-43,890
264
$327K 0.01%
14,397
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265
$323K 0.01%
9,250
266
$322K 0.01%
5,452
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267
$319K 0.01%
2,140
-235
268
$314K 0.01%
5,600
269
$310K 0.01%
6,034
-1,000
270
$310K 0.01%
16,240
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271
$310K 0.01%
4,472
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272
$300K 0.01%
4,540
273
$299K 0.01%
6,465
274
$298K 0.01%
12,110
-32,091
275
$293K 0.01%
2,453
9 10
11
12 13