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
$2.77B
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$27M
3
+$21.4M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$15.8M
5
IT icon
Gartner
IT
+$13.4M

Top Sells

1
+$17.5M
2
+$15.8M
3
+$14.8M
4
MCK icon
McKesson
MCK
+$13.8M
5
SUI icon
Sun Communities
SUI
+$13.3M

Sector Composition

1 Financials 16.11%
2 Industrials 14.41%
3 Healthcare 12.27%
4 Technology 11.72%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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-7,375
255
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-31,970
256
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257
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-2,460
258
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-3,090
259
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-61,429
260
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-35,850
261
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-56,322
7 8 9 10
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