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
$3.95B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$43.3M
3
+$31.7M
4
HSY icon
Hershey
HSY
+$26.7M
5
SYF icon
Synchrony
SYF
+$17.9M

Top Sells

1
+$53.2M
2
+$40.2M
3
+$34.2M
4
DD
Du Pont De Nemours E I
DD
+$27.8M
5
AVY icon
Avery Dennison
AVY
+$18.7M

Sector Composition

1 Financials 20.27%
2 Healthcare 14.71%
3 Communication Services 10.31%
4 Consumer Discretionary 10.23%
5 Technology 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$304K 0.01%
+9,285
252
$301K 0.01%
6,900
253
$301K 0.01%
5,600
254
$301K 0.01%
2,125
255
$301K 0.01%
8,700
256
$298K 0.01%
3,312
+38
257
$293K 0.01%
4,095
258
$280K 0.01%
10,624
-9,224
259
$280K 0.01%
27,910
+486
260
$276K 0.01%
1,500
261
$275K 0.01%
10,579
-675
262
$273K 0.01%
8,200
263
$271K 0.01%
23,658
+9,898
264
$270K 0.01%
212
-710
265
$260K 0.01%
4,040
-500
266
$255K 0.01%
3,000
267
$248K 0.01%
2,750
268
$244K 0.01%
1,500
269
$240K 0.01%
+7,100
270
$235K 0.01%
2,384
271
$234K 0.01%
22,400
272
$229K 0.01%
9,914
273
$227K 0.01%
4,026
274
$226K 0.01%
943
275
$222K 0.01%
4,750
9 10
11
12 13