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
$3.88B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.5M
3
+$23.6M
4
PBF icon
PBF Energy
PBF
+$19.9M
5
BA icon
Boeing
BA
+$19.5M

Top Sells

1
+$27.6M
2
+$20.8M
3
+$19.8M
4
DOX icon
Amdocs
DOX
+$18.8M
5
DG icon
Dollar General
DG
+$18.6M

Sector Composition

1 Industrials 17.25%
2 Technology 14.3%
3 Financials 11.91%
4 Healthcare 10.19%
5 Consumer Staples 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-895
252
– –
-23,377
253
– –
-8,058
254
– –
-5,736
255
– –
-21,520
256
– –
-340,209
257
– –
-5,195
258
– –
-5,332
259
– –
-19,932
260
– –
-12,990
7 8 9 10
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