ACA
Anchor Capital Advisors Portfolio holdings
AUM
$3.41B
1-Year Return
14.91%
This Quarter Return
+2.88%
1 Year Return
+14.91%
3 Year Return
+55.11%
5 Year Return
+118.7%
10 Year Return
+238.83%
AUM
$2.81B
AUM Growth
-$1B
(-26%)
Cap. Flow
-$1.06B
Cap. Flow
% of AUM
-37.76%
Top 10 Holdings %
Top 10 Hldgs %
18.73%
Holding
291
New
8
Increased
72
Reduced
150
Closed
13
Top Buys
| 1 |
PPL Corp
PPL
|
$33.7M |
| 2 |
Franklin Resources
BEN
|
$18.3M |
| 3 |
OA
Orbital ATK, Inc.
OA
|
$5.96M |
| 4 |
Boeing
BA
|
$2.04M |
| 5 |
Darden Restaurants
DRI
|
$1.55M |
Top Sells
| 1 |
Alcoa
AA
|
$50M |
| 2 |
Zimmer Biomet
ZBH
|
$28.8M |
| 3 |
Broadridge
BR
|
$27.2M |
| 4 |
Sysco
SYY
|
$24.6M |
| 5 |
Kohl's
KSS
|
$23.2M |
Sector Composition
| 1 | Financials | 18.98% |
| 2 | Healthcare | 15.34% |
| 3 | Communication Services | 10.02% |
| 4 | Technology | 8.82% |
| 5 | Consumer Discretionary | 8.23% |
